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
$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
3276
$8K ﹤0.01%
526
-3
3277
$7K ﹤0.01%
10,890
-20
3278
$6K ﹤0.01%
+901
3279
$6K ﹤0.01%
+222
3280
$5K ﹤0.01%
900
-2,992
3281
– –
-8,852
3282
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-39,019
3283
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-41,048
3284
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-42,295
3285
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-986,423
3286
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-16,263
3287
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-15,698
3288
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-11,557
3289
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-565,310
3290
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-10,059
3291
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3292
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-6,485
3293
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-67,484
3294
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-10,200
3295
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-73,750
3296
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-151,645
3297
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3298
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-3,073
3299
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-11,538
3300
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-72,418
130 131
132
133 134