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
2151
$582K ﹤0.01%
6,176
-1,338
2152
$581K ﹤0.01%
9,773
+29
2153
$581K ﹤0.01%
3,824
-2,357
2154
$580K ﹤0.01%
9,693
-1,613
2155
$579K ﹤0.01%
1,451
-38
2156
$577K ﹤0.01%
10,900
+16
2157
$576K ﹤0.01%
5,606
+261
2158
$575K ﹤0.01%
146,726
-128,732
2159
$574K ﹤0.01%
12,755
-674
2160
$573K ﹤0.01%
9,283
+536
2161
$572K ﹤0.01%
38,505
+4,918
2162
$572K ﹤0.01%
5,348
+2,597
2163
$571K ﹤0.01%
16,321
-4,365
2164
$571K ﹤0.01%
31,302
+4,739
2165
$571K ﹤0.01%
23,172
-80
2166
$571K ﹤0.01%
30,030
-100,764
2167
$571K ﹤0.01%
4,199
+489
2168
$570K ﹤0.01%
5,229
-1,170
2169
$569K ﹤0.01%
10,586
+3,981
2170
$568K ﹤0.01%
18,363
-1,299
2171
$567K ﹤0.01%
1,114,392
+387,881
2172
$566K ﹤0.01%
19,144
+3,640
2173
$565K ﹤0.01%
30,465
+11,409
2174
$565K ﹤0.01%
7,998
-5,684
2175
$565K ﹤0.01%
21,935
85 86
87
88 89