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
526
$5.24M 0.03%
52,040
+49,630
527
$5.24M 0.03%
168,665
+11,229
528
$5.18M 0.03%
19,532
+3,856
529
$5.18M 0.03%
214,765
+2,934
530
$5.15M 0.03%
59,728
-15,170
531
$5.11M 0.03%
86,669
-17,545
532
$5.09M 0.03%
45,994
-3,267
533
$5.09M 0.03%
138,181
+13,221
534
$5.08M 0.03%
211,881
+5,145
535
$5.05M 0.03%
198,565
+9,537
536
$5.03M 0.03%
62,974
-699
537
$5.02M 0.03%
205,677
+13,366
538
$5.02M 0.03%
163,544
-11,605
539
$5.01M 0.03%
45,304
+5,152
540
$5.01M 0.03%
26,151
+408
541
$5M 0.03%
126,410
+13,412
542
$4.99M 0.03%
193,588
+485
543
$4.99M 0.03%
51,915
-3,212
544
$4.98M 0.03%
65,618
+246
545
$4.96M 0.03%
177,510
+6,458
546
$4.96M 0.03%
128,067
+101,496
547
$4.95M 0.03%
238,559
+4,524
548
$4.95M 0.03%
+57,353
549
$4.94M 0.03%
122,076
+42,236
550
$4.93M 0.03%
200,943
+5,152
20 21
22
23 24