HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
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
+$184M
2
+$87.1M
3
+$81.5M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$80.1M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$77.6M

Top Sells

1
+$445M
2
+$194M
3
+$174M
4
AAPL icon
Apple
AAPL
+$155M
5
MSFT icon
Microsoft
MSFT
+$127M

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
601
$12.8M 0.02%
218,450
+54,500
602
$12.7M 0.02%
1,063,987
-114,313
603
$12.7M 0.02%
113,343
-303,706
604
$12.6M 0.02%
120,200
+14,419
605
$12.6M 0.02%
399,531
+29,866
606
$12.6M 0.02%
445,089
-1,276
607
$12.6M 0.02%
729,149
-105,608
608
$12.6M 0.02%
673,822
-6,678
609
$12.6M 0.02%
755,110
+76,419
610
$12.5M 0.02%
232,158
+5,262
611
$12.5M 0.02%
446,842
+76,196
612
$12.5M 0.02%
168,373
-745,621
613
$12.5M 0.02%
473,426
-2,142
614
$12.4M 0.02%
+200,084
615
$12.4M 0.02%
369,793
-8,570
616
$12.4M 0.02%
134,211
+39,337
617
$12.4M 0.02%
110,105
-942
618
$12.4M 0.02%
374,745
+20,282
619
$12.3M 0.02%
210,760
+132,125
620
$12.3M 0.02%
132,195
-7,578
621
$12.3M 0.02%
48,553
+4,660
622
$12.2M 0.02%
485,247
+262,486
623
$12.2M 0.02%
246,130
+3,403
624
$12.2M 0.02%
111,643
-1,701
625
$12.2M 0.02%
1,016,102
+135,453
23 24
25
26 27