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
626
$12.1M 0.02%
255,197
+22,830
627
$12.1M 0.02%
367,867
-142,827
628
$12.1M 0.02%
29,143
+1,369
629
$12M 0.02%
618,951
+21,914
630
$12M 0.02%
87,447
-4,196
631
$12M 0.02%
848,872
-6,621
632
$11.9M 0.02%
25,198
-725
633
$11.9M 0.02%
518,289
-182,534
634
$11.9M 0.02%
557,604
+241,975
635
$11.9M 0.02%
232,972
-337,047
636
$11.8M 0.02%
163,204
+915
637
$11.7M 0.02%
190,773
+5,370
638
$11.7M 0.02%
202,490
+3,720
639
$11.7M 0.02%
33,380
+40
640
$11.7M 0.02%
193,672
-12,986
641
$11.7M 0.02%
346,840
+8,860
642
– –
0
643
$11.7M 0.02%
54,857
+6,022
644
$11.6M 0.02%
66,020
+1,202
645
$11.5M 0.02%
412,744
-214,835
646
$11.5M 0.02%
+241,260
647
$11.5M 0.02%
121,173
-40,389
648
$11.5M 0.02%
218,235
+10,300
649
$11.5M 0.02%
31,831
+171
650
$11.4M 0.02%
230,653
-3,058
24 25
26
27 28