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
1526
$480K ﹤0.01%
5,976
-426
1527
$480K ﹤0.01%
33,190
1528
$479K ﹤0.01%
42,463
+11,275
1529
$478K ﹤0.01%
16,296
-990
1530
$477K ﹤0.01%
11,334
+2,556
1531
$477K ﹤0.01%
55,211
+6,901
1532
$476K ﹤0.01%
9,066
+2,051
1533
$476K ﹤0.01%
19,154
-1,752
1534
$474K ﹤0.01%
10,409
+29
1535
$474K ﹤0.01%
+21,980
1536
$473K ﹤0.01%
4,614
-22
1537
$473K ﹤0.01%
28,481
+433
1538
$471K ﹤0.01%
5,728
-130
1539
$471K ﹤0.01%
28,175
-136,711
1540
$470K ﹤0.01%
21,694
-538
1541
$470K ﹤0.01%
23,819
-3,248
1542
$469K ﹤0.01%
15,243
-400
1543
$466K ﹤0.01%
1,825
+405
1544
$466K ﹤0.01%
10,830
-21,082
1545
$465K ﹤0.01%
5,428
+424
1546
$465K ﹤0.01%
30,985
-95
1547
$462K ﹤0.01%
18,619
+1,372
1548
$461K ﹤0.01%
39,328
+551
1549
$461K ﹤0.01%
19,668
+2,219
1550
$460K ﹤0.01%
71,010
-20,500
60 61
62
63 64