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
3301
– –
0
3302
– –
-13,992
3303
– –
-29,905
3304
– –
-5,340
3305
– –
-19,259
3306
– –
-202,788
3307
– –
-9,535
3308
– –
-27,500
3309
– –
-56,467
3310
– –
-119,741
3311
– –
-14,815
3312
– –
-8,580
3313
– –
-84,395
3314
– –
-25,091
3315
– –
-14,717
3316
– –
-7,345
3317
– –
-29,500
3318
– –
-120,707
3319
– –
-80,541
3320
– –
-6,831
3321
– –
-56,894
3322
– –
-19,248
3323
– –
-1,126,998
3324
– –
-11,647
3325
– –
-23
131 132
133
134 135