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
1601
$421K ﹤0.01%
+18,533
1602
$419K ﹤0.01%
49,375
1603
$418K ﹤0.01%
26,188
-4,369
1604
$418K ﹤0.01%
1,884
+110
1605
$417K ﹤0.01%
5,699
-645
1606
$417K ﹤0.01%
14,435
-929
1607
$415K ﹤0.01%
8,709
-1,152
1608
$415K ﹤0.01%
340,000
1609
$413K ﹤0.01%
10,559
-53,523
1610
$413K ﹤0.01%
28,100
1611
$412K ﹤0.01%
8,834
-2,447
1612
$411K ﹤0.01%
4,533
-89
1613
$410K ﹤0.01%
7,586
+1,234
1614
$410K ﹤0.01%
6,556
+1,879
1615
$408K ﹤0.01%
13,177
+2,575
1616
$406K ﹤0.01%
3,445
+1,519
1617
$405K ﹤0.01%
882
-2,272
1618
$405K ﹤0.01%
15,483
+336
1619
$403K ﹤0.01%
3,106
-25
1620
$402K ﹤0.01%
12,479
-265
1621
$402K ﹤0.01%
8,941
-6,304
1622
$402K ﹤0.01%
2,360
+739
1623
$402K ﹤0.01%
5,383
+441
1624
$401K ﹤0.01%
32,365
-3,829
1625
$400K ﹤0.01%
4,290
+1,144
63 64
65
66 67