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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
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
3501
– –
-5,637
3502
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-5,146
3503
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-13,322
3504
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-1,203
3505
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-6,892
3506
– –
-21,046
3507
– –
-81,512
3508
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-10,639
3509
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-8,469
3510
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-19,381
3511
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3512
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-12,317
3513
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-5,630
3514
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-11,790
3515
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3516
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-9,511
3517
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-1,033
3518
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-124,815
3519
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-15,710
3520
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-23,428
3521
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-12,975
3522
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3523
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3524
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-13,992
3525
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-27,500
139 140
141
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