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
$16.8B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,408
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$60.3M
3
+$58.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$48.1M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$40.4M

Top Sells

1
+$60.4M
2
+$24.2M
3
+$24M
4
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$14.5M
5
DD icon
DuPont de Nemours
DD
+$12.7M

Sector Composition

1 Technology 10.44%
2 Financials 9.02%
3 Healthcare 8.21%
4 Energy 6.96%
5 Industrials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11.5M 0.07%
244,165
+17,823
302
$11.5M 0.07%
88,007
+1,804
303
$11.5M 0.07%
296,148
+164,175
304
$11.4M 0.07%
146,969
+55,308
305
$11.3M 0.07%
120,723
-2,265
306
$11.3M 0.07%
49,387
+26,682
307
$11.3M 0.07%
352,566
+17,049
308
$11.2M 0.07%
348,348
+30,123
309
$11.2M 0.07%
965,118
-100
310
$11.2M 0.07%
433,612
+3,327
311
$11.1M 0.07%
353,253
+308,601
312
$11.1M 0.07%
704,248
-23,992
313
$11M 0.07%
72,622
-810
314
– –
0
315
$10.8M 0.06%
185,261
+17,026
316
$10.8M 0.06%
92,756
+8,141
317
$10.7M 0.06%
372,453
+58,592
318
$10.7M 0.06%
62,044
+4
319
$10.6M 0.06%
190,003
+100,855
320
$10.5M 0.06%
199,027
+146,707
321
$10.5M 0.06%
341,973
+158,067
322
$10.5M 0.06%
261,913
-30,429
323
$10.4M 0.06%
126,793
+14,302
324
$10.3M 0.06%
129,480
+1,060
325
$10.3M 0.06%
151,359
+5,927
11 12
13
14 15