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
1026
$1.49M 0.01%
129,197
+2,869
1027
$1.49M 0.01%
31,944
+21,095
1028
$1.48M 0.01%
45,642
+774
1029
$1.48M 0.01%
6,210
+104
1030
$1.48M 0.01%
+10,345
1031
$1.47M 0.01%
13,489
-2,165
1032
$1.46M 0.01%
8,510
+1,683
1033
$1.45M 0.01%
20,001
+5,885
1034
$1.45M 0.01%
43,520
+4,153
1035
$1.45M 0.01%
21,980
+13,831
1036
$1.44M 0.01%
28,280
-217
1037
$1.44M 0.01%
42,107
+2,585
1038
$1.44M 0.01%
21,083
1039
$1.43M 0.01%
54,103
+2,437
1040
$1.42M 0.01%
58,699
+9,326
1041
$1.42M 0.01%
12,093
-15,733
1042
$1.42M 0.01%
+28,124
1043
$1.42M 0.01%
80,308
+22,573
1044
$1.42M 0.01%
110,551
-406
1045
$1.42M 0.01%
64,979
+13,154
1046
$1.42M 0.01%
+39,206
1047
$1.41M 0.01%
40,451
-39,081
1048
$1.4M 0.01%
13,770
-8,368
1049
$1.39M 0.01%
44,614
+8,309
1050
$1.38M 0.01%
108,216
+304
40 41
42
43 44