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
3351
– –
-23,960
3352
– –
-333
3353
– –
-52,339
3354
– –
-10,225
3355
– –
-17,500
3356
– –
-44,189
3357
– –
-1,913
3358
– –
-9,090
3359
– –
-10,822
3360
– –
-9,850
3361
– –
-1,564
3362
– –
-4,703
3363
– –
-5,637
3364
– –
-10,050
3365
– –
-3,513
3366
– –
-25,669
3367
– –
-6,815
3368
– –
-3,791
3369
– –
-21,263
3370
– –
-13,867
3371
– –
-5,114
3372
– –
-5,146
3373
– –
-13,322
3374
– –
-6,892
3375
– –
-21,046
133 134
135
136 137