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
726
$3.16M 0.02%
72,345
-20,570
727
$3.16M 0.02%
81,762
-36,505
728
$3.16M 0.02%
10,016
-8,840
729
$3.14M 0.02%
26,872
-1,031
730
$3.14M 0.02%
132,285
+3,626
731
$3.13M 0.02%
60,617
-19,258
732
$3.12M 0.02%
41,834
+1,436
733
$3.11M 0.02%
239,885
+3,893
734
$3.11M 0.02%
+150,610
735
$3.1M 0.02%
89,530
-2,191
736
$3.1M 0.02%
30,959
-216
737
$3.09M 0.02%
265,383
+13,717
738
$3.09M 0.02%
23,858
+104
739
$3.09M 0.02%
134,871
+28,410
740
$3.07M 0.02%
42,196
-225
741
$3.07M 0.02%
25,183
+139
742
$3.04M 0.02%
29,322
+7,025
743
$3.04M 0.02%
219,830
+4,767
744
$3.04M 0.02%
177,786
+44,446
745
$3.03M 0.02%
93,222
+2,536
746
$3.02M 0.02%
89,021
-190
747
$3M 0.02%
61,221
+5,482
748
$2.99M 0.02%
254,897
+43,579
749
$2.99M 0.02%
215,383
-1,259
750
$2.98M 0.02%
52,690
+1,977
28 29
30
31 32