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
1251
$867K 0.01%
63,993
-31,500
1252
$867K 0.01%
50,725
+37,147
1253
$866K 0.01%
20,289
+30
1254
$863K 0.01%
23,256
+600
1255
$861K 0.01%
18,738
-149,544
1256
$859K 0.01%
172,383
-102,513
1257
$857K 0.01%
28,552
-801
1258
$855K 0.01%
21,825
-330
1259
$854K 0.01%
11,704
+912
1260
$853K 0.01%
61,744
-2,668
1261
$853K 0.01%
13,424
+152
1262
$851K 0.01%
8,046
-1,747
1263
$850K 0.01%
+16,580
1264
$849K 0.01%
+63,792
1265
$848K 0.01%
5,535
+1,955
1266
$845K 0.01%
16,059
+1,036
1267
$842K 0.01%
+53,373
1268
$842K 0.01%
14,355
+2,950
1269
$841K 0.01%
35,174
-43
1270
$840K 0.01%
32,439
-434
1271
$836K 0.01%
60,343
+39,699
1272
$834K 0.01%
23,244
+356
1273
$833K 0.01%
6,222
-549
1274
$831K ﹤0.01%
22,830
+9,506
1275
– –
0
49 50
51
52 53