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
1201
$983K 0.01%
12,791
+334
1202
$983K 0.01%
10,513
-6,464
1203
$981K 0.01%
11,896
-13,845
1204
$976K 0.01%
+37,551
1205
$976K 0.01%
18,027
-403
1206
$975K 0.01%
+79,908
1207
$973K 0.01%
11,741
+643
1208
$972K 0.01%
7,825
+7,250
1209
$969K 0.01%
19,042
+473
1210
$960K 0.01%
31,990
-13,200
1211
$956K 0.01%
18,558
+392
1212
$956K 0.01%
17,270
+1,418
1213
$951K 0.01%
36,222
+31
1214
$945K 0.01%
12,198
-13,216
1215
$945K 0.01%
+26,023
1216
$943K 0.01%
26,172
+4,704
1217
$943K 0.01%
15,897
-5,414
1218
$933K 0.01%
21,474
-1,417
1219
$931K 0.01%
12,583
+461
1220
$930K 0.01%
7,291
-502
1221
$927K 0.01%
+32,012
1222
$926K 0.01%
8,844
+1,269
1223
$924K 0.01%
10,233
-3,493
1224
$921K 0.01%
19,151
-59,167
1225
$919K 0.01%
+54,690
47 48
49
50 51