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
351
$9M 0.05%
698,010
+15,570
352
$9M 0.05%
73,299
+57,331
353
$8.98M 0.05%
190,820
+48,450
354
$8.94M 0.05%
32,452
-749
355
$8.93M 0.05%
135,912
+4,825
356
$8.88M 0.05%
67,815
-14,249
357
$8.87M 0.05%
518,566
+175,780
358
$8.84M 0.05%
24,148
-149
359
$8.81M 0.05%
+158,766
360
$8.71M 0.05%
133,811
+8,635
361
$8.67M 0.05%
528,474
-10
362
$8.66M 0.05%
236,861
+158,307
363
$8.64M 0.05%
351,585
+2,580
364
$8.6M 0.05%
74,627
+7,298
365
$8.47M 0.05%
168,310
-21,119
366
$8.47M 0.05%
63,865
-189
367
$8.45M 0.05%
478,950
+38,505
368
$8.42M 0.05%
565,905
-34,635
369
$8.39M 0.05%
399,572
370
$8.38M 0.05%
+170,091
371
$8.38M 0.05%
82,501
+292
372
$8.38M 0.05%
75,382
+1,413
373
$8.35M 0.05%
+167,908
374
$8.33M 0.05%
192,760
+11,434
375
$8.32M 0.05%
91,993
+3,479
13 14
15
16 17