HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
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
+$172M
2
+$83.4M
3
+$77.5M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$75.8M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$73.2M

Top Sells

1
+$445M
2
+$194M
3
+$165M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$163M
5
MSFT icon
Microsoft
MSFT
+$122M

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
2201
$544K ﹤0.01%
36,867
2202
$544K ﹤0.01%
17,329
-13,537
2203
$544K ﹤0.01%
2,883
+200
2204
$542K ﹤0.01%
7,010
+314
2205
$541K ﹤0.01%
12,981
-1,039
2206
$540K ﹤0.01%
40,880
+17,198
2207
$539K ﹤0.01%
10,494
-2
2208
$539K ﹤0.01%
11,499
+507
2209
$539K ﹤0.01%
1,746
-23
2210
$537K ﹤0.01%
11,437
-3,909
2211
$537K ﹤0.01%
21,100
2212
$537K ﹤0.01%
97,534
-18,557
2213
$536K ﹤0.01%
5,692
-5,117
2214
$536K ﹤0.01%
14,578
-2,209
2215
$535K ﹤0.01%
11,016
+3,569
2216
$535K ﹤0.01%
5,292
-2,371
2217
$534K ﹤0.01%
26,768
+6,763
2218
$534K ﹤0.01%
13,851
+1,354
2219
$532K ﹤0.01%
1,822
+292
2220
$532K ﹤0.01%
+3,971
2221
$530K ﹤0.01%
6,672
-23,375
2222
$530K ﹤0.01%
36,289
+6,880
2223
$529K ﹤0.01%
9,238
+737
2224
$527K ﹤0.01%
20,290
2225
$527K ﹤0.01%
3,052
+217
87 88
89
90 91