HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.7B
AUM Growth
+$6.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,358
New
Increased
Reduced
Closed

Top Buys

1
+$298M
2
+$166M
3
+$146M
4
AAPL icon
Apple
AAPL
+$136M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$43.9M
2
+$30.8M
3
+$30.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$27.6M
5
VZ icon
Verizon
VZ
+$27.1M

Sector Composition

1 Technology 11.55%
2 Financials 10.88%
3 Healthcare 8.79%
4 Consumer Discretionary 5.61%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3126
– –
-108,270
3127
– –
-46,821
3128
– –
-110,008
3129
– –
-42,398
3130
– –
-645,058
3131
– –
-130,646
3132
– –
-500
3133
– –
-19,165
3134
– –
-117,000
3135
– –
-12,772
3136
– –
-15,454
3137
– –
-503,555
3138
– –
-253,798
3139
– –
-11,231
3140
– –
-9,424
3141
– –
-14,653
3142
– –
-19,061
3143
– –
-20,598
3144
– –
-417
3145
– –
-117,062
3146
– –
-50,000
3147
– –
-32,687
3148
– –
-35,560
3149
– –
-116,760
3150
– –
-100,000
124 125
126
127 128