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
476
$6.38M 0.04%
488,183
-6,323
477
$6.35M 0.04%
39,494
+3,148
478
$6.34M 0.04%
204,654
+58,841
479
$6.31M 0.04%
76,850
+3,993
480
$6.3M 0.04%
62,684
+978
481
$6.29M 0.04%
124,377
+26,889
482
$6.27M 0.04%
22,086
+8,686
483
$6.26M 0.04%
22,950
+1,975
484
$6.24M 0.04%
117,590
+90,224
485
$6.2M 0.04%
420,146
-21,236
486
$6.15M 0.04%
164,200
+37,520
487
$6.15M 0.04%
99,807
-15,627
488
$6.13M 0.04%
222,973
+31,050
489
$6.1M 0.04%
49,878
-9
490
$6.01M 0.04%
270,557
+11,955
491
$5.98M 0.04%
109,810
-1,822
492
$5.98M 0.04%
24,424
-5,227
493
$5.97M 0.04%
333,425
-14,340
494
$5.97M 0.04%
72,858
+741
495
$5.93M 0.04%
117,682
+10,395
496
$5.92M 0.04%
231,116
-386,180
497
$5.92M 0.04%
30,024
+2,741
498
$5.84M 0.03%
147,400
+36,740
499
$5.83M 0.03%
207,930
-4,384
500
$5.82M 0.03%
29,066
+5,138
18 19
20
21 22