HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.7B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,611
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$83.4M
3
+$77.5M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$75.8M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$73.2M

Top Sells

1
+$445M
2
+$194M
3
+$165M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$163M
5
MSFT icon
Microsoft
MSFT
+$122M

Sector Composition

1 Technology 13.41%
2 Financials 10.17%
3 Healthcare 6.78%
4 Consumer Discretionary 6.47%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3101
$102K ﹤0.01%
+28,967
3102
$102K ﹤0.01%
19,104
+2,500
3103
$101K ﹤0.01%
10,948
+8
3104
$101K ﹤0.01%
40,324
+14,094
3105
$100K ﹤0.01%
9,248
+14
3106
$100K ﹤0.01%
3,488
+77
3107
$100K ﹤0.01%
+16,156
3108
$99K ﹤0.01%
16,982
-3,527
3109
$98K ﹤0.01%
1,459
-2,649
3110
$97K ﹤0.01%
+8,136
3111
$97K ﹤0.01%
69,100
-16,753
3112
$96K ﹤0.01%
18,000
+2,667
3113
$95K ﹤0.01%
39,441
+3,632
3114
$95K ﹤0.01%
63,971
+9,900
3115
$95K ﹤0.01%
19,000
3116
$94K ﹤0.01%
16,154
-2,330
3117
$93K ﹤0.01%
+13,864
3118
$93K ﹤0.01%
11,795
-4,129
3119
$92K ﹤0.01%
18,150
3120
$92K ﹤0.01%
15,363
+4,546
3121
$91K ﹤0.01%
38,400
3122
$91K ﹤0.01%
35,250
+8,750
3123
$90K ﹤0.01%
13,123
-2,715
3124
$90K ﹤0.01%
5,135
+200
3125
$90K ﹤0.01%
12,361
-4,470
123 124
125
126 127