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
2001
$720K ﹤0.01%
9,015
+4,580
2002
$720K ﹤0.01%
20,095
+1,845
2003
$719K ﹤0.01%
8,299
+1,956
2004
$719K ﹤0.01%
25,762
+1,295
2005
$718K ﹤0.01%
28,725
+4,286
2006
$717K ﹤0.01%
51,800
-123,200
2007
$715K ﹤0.01%
16,123
+1,270
2008
$713K ﹤0.01%
78,072
-133,239
2009
$711K ﹤0.01%
105,570
+9,189
2010
$710K ﹤0.01%
25,357
-2,961
2011
$709K ﹤0.01%
14,270
-5,335
2012
$707K ﹤0.01%
30,304
+5,248
2013
$707K ﹤0.01%
17,976
+1,294
2014
$705K ﹤0.01%
+7,953
2015
$704K ﹤0.01%
10,054
+636
2016
$704K ﹤0.01%
2,933
-78
2017
$704K ﹤0.01%
9,991
+1,925
2018
$702K ﹤0.01%
3,077
-13
2019
$702K ﹤0.01%
5,804
+647
2020
$702K ﹤0.01%
8,682
-444
2021
$702K ﹤0.01%
19,557
-302
2022
$701K ﹤0.01%
9,661
-556
2023
$699K ﹤0.01%
7,964
-15,870
2024
$699K ﹤0.01%
39,598
+2,941
2025
$698K ﹤0.01%
6,634
+1,729
79 80
81
82 83