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
576
$4.6M 0.03%
268,248
-3,420
577
$4.59M 0.03%
+156,461
578
$4.59M 0.03%
44,276
+222
579
$4.58M 0.03%
+98,946
580
$4.57M 0.03%
216,640
+131,756
581
$4.54M 0.03%
115,440
-3,501
582
$4.54M 0.03%
70,076
+6,499
583
$4.51M 0.03%
129,599
+6,049
584
$4.51M 0.03%
442,681
+22,193
585
$4.49M 0.03%
24,811
-890
586
$4.45M 0.03%
74,953
+3,708
587
$4.45M 0.03%
142,634
+73,030
588
$4.44M 0.03%
79,699
+2,727
589
$4.43M 0.03%
103,092
-13,135
590
$4.42M 0.03%
46,083
-659
591
$4.42M 0.03%
177,098
+641
592
$4.42M 0.03%
107,642
+36,960
593
$4.41M 0.03%
80,500
-608
594
$4.39M 0.03%
132,738
+4,524
595
$4.39M 0.03%
47,620
+10,568
596
$4.37M 0.03%
114,997
+20,435
597
$4.37M 0.03%
106,185
-864
598
$4.36M 0.03%
92,774
-73,765
599
$4.36M 0.03%
29,226
+7,237
600
$4.34M 0.03%
67,321
+44,778
22 23
24
25 26