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
1126
$1.15M 0.01%
33,732
+22,389
1127
$1.15M 0.01%
6,712
+2,019
1128
$1.15M 0.01%
14,172
-744
1129
$1.15M 0.01%
99,995
-675
1130
$1.15M 0.01%
295,621
-18,167
1131
$1.15M 0.01%
49,375
+5,136
1132
$1.14M 0.01%
+18,329
1133
$1.14M 0.01%
30,287
+18,350
1134
$1.14M 0.01%
5,795
-9
1135
$1.13M 0.01%
45,445
+1,598
1136
$1.13M 0.01%
16,202
+2,285
1137
$1.13M 0.01%
41,095
+18,748
1138
$1.12M 0.01%
12,458
-1,653
1139
$1.12M 0.01%
18,392
+93
1140
$1.1M 0.01%
21,500
+44
1141
$1.1M 0.01%
53,118
+2,511
1142
$1.1M 0.01%
201,635
+190,871
1143
$1.1M 0.01%
29,911
-3,115
1144
$1.1M 0.01%
964
+807
1145
$1.09M 0.01%
28,055
+1,214
1146
$1.09M 0.01%
3,894
+1,314
1147
$1.09M 0.01%
29,131
+7,438
1148
$1.09M 0.01%
47,351
+37,772
1149
$1.09M 0.01%
10,849
-236
1150
$1.09M 0.01%
31,885
+8,272
44 45
46
47 48