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
1101
$1.22M 0.01%
15,826
+326
1102
$1.21M 0.01%
60,834
+10,752
1103
$1.21M 0.01%
93,825
1104
$1.21M 0.01%
33,095
+99
1105
$1.21M 0.01%
11,248
+343
1106
$1.2M 0.01%
53,116
+15,899
1107
$1.2M 0.01%
+38,840
1108
$1.2M 0.01%
10,339
+201
1109
$1.2M 0.01%
15,875
+599
1110
$1.19M 0.01%
77,700
+19,704
1111
$1.19M 0.01%
143,659
-20,864
1112
$1.19M 0.01%
180,858
+5,776
1113
$1.19M 0.01%
3,429
-1,647
1114
$1.18M 0.01%
23,198
+18,478
1115
$1.18M 0.01%
15,649
-601
1116
$1.18M 0.01%
26,434
+4,913
1117
$1.17M 0.01%
29,928
-2,580
1118
$1.17M 0.01%
18,222
+13,930
1119
$1.17M 0.01%
12,439
+1,719
1120
$1.17M 0.01%
17,090
-3,063
1121
$1.17M 0.01%
29,768
-16,502
1122
$1.16M 0.01%
30,258
-1,184
1123
$1.16M 0.01%
21,415
+1,161
1124
$1.16M 0.01%
37,528
+643
1125
$1.16M 0.01%
92,141
+65,420
43 44
45
46 47