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
501
$5.79M 0.03%
88,506
-41,317
502
$5.78M 0.03%
42,704
+32,826
503
$5.75M 0.03%
208,813
+115,034
504
$5.74M 0.03%
82,324
-2,856
505
$5.65M 0.03%
276,954
+1,851
506
$5.63M 0.03%
335,416
+18,239
507
$5.59M 0.03%
95,942
+65,198
508
$5.58M 0.03%
28,168
+1,292
509
$5.57M 0.03%
65,285
+1,100
510
$5.56M 0.03%
253,648
+32,926
511
$5.47M 0.03%
116,493
-4,114
512
$5.43M 0.03%
226,773
+3,678
513
$5.4M 0.03%
296,800
-65,000
514
$5.4M 0.03%
49,029
+14,589
515
$5.38M 0.03%
39,885
-377
516
$5.37M 0.03%
79,647
+60,611
517
$5.36M 0.03%
290,517
+66,659
518
$5.35M 0.03%
154,201
+75,227
519
$5.32M 0.03%
245,918
-91,330
520
$5.31M 0.03%
34,934
-5,659
521
$5.31M 0.03%
89,902
+70,068
522
$5.29M 0.03%
336,096
+13,225
523
$5.28M 0.03%
60,892
+417
524
$5.27M 0.03%
278,710
+23,890
525
$5.25M 0.03%
74,245
-72,623
19 20
21
22 23