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
2301
$471K ﹤0.01%
8,320
-6,553
2302
$468K ﹤0.01%
2,875
+159
2303
$467K ﹤0.01%
10,399
+633
2304
$467K ﹤0.01%
+12,532
2305
$466K ﹤0.01%
43,206
-9,863
2306
$465K ﹤0.01%
84,014
-41,406
2307
$464K ﹤0.01%
21,948
-6,189
2308
$463K ﹤0.01%
+7,201
2309
$463K ﹤0.01%
10,791
+18
2310
$463K ﹤0.01%
+10,926
2311
$461K ﹤0.01%
25,253
+1,775
2312
$461K ﹤0.01%
13,458
+6,716
2313
$460K ﹤0.01%
29,891
+381
2314
$459K ﹤0.01%
18,615
-120
2315
$457K ﹤0.01%
24,588
+6,727
2316
$457K ﹤0.01%
18,621
-4,450
2317
$457K ﹤0.01%
5,407
+244
2318
$455K ﹤0.01%
12,681
-285,464
2319
$454K ﹤0.01%
+35,000
2320
$451K ﹤0.01%
7,932
-31,220
2321
$449K ﹤0.01%
2,938
-1,294
2322
$448K ﹤0.01%
5,439
2323
$448K ﹤0.01%
2,265
-280
2324
$447K ﹤0.01%
36,464
-551
2325
$447K ﹤0.01%
7,930
+414
91 92
93
94 95