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
2076
$646K ﹤0.01%
26,747
+5,591
2077
$646K ﹤0.01%
12,233
-325
2078
$645K ﹤0.01%
17,059
-3,084
2079
$644K ﹤0.01%
+164,322
2080
$644K ﹤0.01%
17,461
-1,066
2081
$642K ﹤0.01%
23,358
-439
2082
$640K ﹤0.01%
19,301
-306
2083
$639K ﹤0.01%
3,919
-766
2084
$639K ﹤0.01%
28,536
-3,430
2085
$638K ﹤0.01%
18,110
-4,286
2086
$637K ﹤0.01%
17,340
+5,689
2087
$637K ﹤0.01%
88,804
-285,927
2088
$636K ﹤0.01%
78,798
2089
$635K ﹤0.01%
7,163
-766
2090
$635K ﹤0.01%
30,690
+683
2091
$635K ﹤0.01%
2,996
+214
2092
$630K ﹤0.01%
6,803
+6
2093
$629K ﹤0.01%
5,109
-86
2094
$628K ﹤0.01%
12,169
+192
2095
$628K ﹤0.01%
13,636
+798
2096
$627K ﹤0.01%
212,508
2097
$627K ﹤0.01%
29,794
+735
2098
$627K ﹤0.01%
8,713
+440
2099
$626K ﹤0.01%
7,149
-1,111
2100
$624K ﹤0.01%
3,143
-901
82 83
84
85 86