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
126
$29.7M 0.18%
261,689
+5,761
127
$29.1M 0.17%
218,633
+6,801
128
$29.1M 0.17%
288,632
+58,656
129
$28.6M 0.17%
1,369,179
+20,958
130
$28.5M 0.17%
241,606
-5,728
131
$28.3M 0.17%
243,101
+113,993
132
$28.2M 0.17%
508,854
+23,813
133
$27.9M 0.17%
367,031
-74,203
134
$27.7M 0.16%
358,042
+135,724
135
$27.6M 0.16%
408,617
+28,263
136
$27.1M 0.16%
484,383
+60,391
137
$26.6M 0.16%
542,049
+150,844
138
$26.4M 0.16%
174,018
+32,707
139
$26.3M 0.16%
367,225
+921
140
$26.2M 0.16%
228,662
+66,740
141
$26.2M 0.16%
206,946
+64,723
142
$26.2M 0.16%
514,254
+1,848
143
$25.2M 0.15%
258,276
+13,155
144
$25M 0.15%
500,870
+26,159
145
– –
0
146
$24.9M 0.15%
1,308,138
-47,289
147
$24.7M 0.15%
83,986
+3,280
148
$24.6M 0.15%
141,242
-6,858
149
$24.5M 0.15%
142,206
+48,214
150
$24.5M 0.15%
284,409
+53,488
4 5
6
7 8