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
626
$4.18M 0.02%
71,599
+1,197
627
$4.18M 0.02%
+68,166
628
$4.17M 0.02%
31,073
+6,611
629
$4.16M 0.02%
132,777
+118,489
630
$4.15M 0.02%
235,281
+1,154
631
$4.15M 0.02%
44,923
-237
632
$4.14M 0.02%
43,033
+9,765
633
$4.13M 0.02%
262,180
-8,135
634
$4.13M 0.02%
25,475
+5,492
635
$4.12M 0.02%
53,131
-5,208
636
$4.1M 0.02%
105,456
-39,829
637
$4.08M 0.02%
40,957
-2,059
638
$4.05M 0.02%
63,999
+360
639
$4.04M 0.02%
+85,257
640
$4.03M 0.02%
49,895
-40,460
641
$4.02M 0.02%
87,294
-1,120
642
$3.99M 0.02%
126,300
-9,865
643
$3.98M 0.02%
54,871
-68,716
644
$3.98M 0.02%
59,532
+3,102
645
$3.97M 0.02%
62,307
+2,463
646
$3.97M 0.02%
79,263
-8,790
647
$3.97M 0.02%
88,517
+7,596
648
$3.96M 0.02%
265,066
+20,651
649
$3.95M 0.02%
80,145
+933
650
$3.92M 0.02%
263,179
+73,361
24 25
26
27 28