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
601
$4.33M 0.03%
163,398
-9,790
602
$4.33M 0.03%
+70,131
603
$4.33M 0.03%
93,718
+26,827
604
$4.32M 0.03%
47,158
-4,175
605
$4.31M 0.03%
144,150
-311
606
$4.3M 0.03%
33,657
+16,582
607
$4.29M 0.03%
189,724
+168,171
608
$4.28M 0.03%
64,130
+9,112
609
$4.27M 0.03%
31,367
-7,291
610
$4.27M 0.03%
38,988
-1,280
611
$4.27M 0.03%
79,901
-435
612
$4.25M 0.03%
132,719
+67,878
613
$4.25M 0.03%
2,952,384
-2,249
614
$4.25M 0.03%
30,165
+8,884
615
$4.25M 0.03%
+109,237
616
$4.24M 0.03%
123,836
+80,900
617
$4.23M 0.03%
79,215
-4,663
618
$4.22M 0.03%
387,569
+7,976
619
$4.2M 0.03%
121,216
+49,285
620
$4.19M 0.02%
136,774
+4,711
621
$4.19M 0.02%
90,415
+87,164
622
$4.19M 0.02%
17,892
-14,066
623
$4.19M 0.02%
360,029
+8,408
624
$4.18M 0.02%
85,589
-2,947
625
$4.18M 0.02%
32,874
-6,717
23 24
25
26 27