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
2051
$669K ﹤0.01%
1,665
-157
2052
$669K ﹤0.01%
46,070
-13,020
2053
$669K ﹤0.01%
138,747
-32,716
2054
$666K ﹤0.01%
80,949
+51,368
2055
$665K ﹤0.01%
26,288
+4,155
2056
$664K ﹤0.01%
14,714
+3,394
2057
$663K ﹤0.01%
+21,728
2058
$662K ﹤0.01%
22,740
-17,802
2059
$662K ﹤0.01%
46,854
-16,152
2060
$661K ﹤0.01%
10,872
-12,865
2061
$659K ﹤0.01%
4,278
+53
2062
$659K ﹤0.01%
11,616
+4,017
2063
$656K ﹤0.01%
11,095
+2,965
2064
$655K ﹤0.01%
+15,824
2065
$655K ﹤0.01%
31,272
-379
2066
$655K ﹤0.01%
22,793
-2,092
2067
$654K ﹤0.01%
49,616
-10,346
2068
$654K ﹤0.01%
3,088
-2,498
2069
$653K ﹤0.01%
5,439
+47
2070
$653K ﹤0.01%
24,212
-3,504
2071
$651K ﹤0.01%
39,213
+16,186
2072
$649K ﹤0.01%
+19,456
2073
$649K ﹤0.01%
6,240
-336
2074
$648K ﹤0.01%
32,830
+2,292
2075
$647K ﹤0.01%
116,952
-9,448
81 82
83
84 85