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
1701
$351K ﹤0.01%
+2,936
1702
$351K ﹤0.01%
+12,335
1703
$350K ﹤0.01%
+10,332
1704
– –
0
1705
$350K ﹤0.01%
882
-101
1706
$350K ﹤0.01%
6,932
-41
1707
$350K ﹤0.01%
2,222
+58
1708
$349K ﹤0.01%
+18,841
1709
$348K ﹤0.01%
+39,500
1710
$348K ﹤0.01%
11,901
-436
1711
$347K ﹤0.01%
7,334
+2,904
1712
$347K ﹤0.01%
19,706
+2,419
1713
$347K ﹤0.01%
5,388
-520
1714
$346K ﹤0.01%
45,134
+328
1715
$345K ﹤0.01%
+3,369
1716
$345K ﹤0.01%
3,290
-2,171
1717
$343K ﹤0.01%
9,747
+275
1718
$343K ﹤0.01%
9,429
+5
1719
$342K ﹤0.01%
5,390
-77
1720
$342K ﹤0.01%
23,307
-110
1721
$341K ﹤0.01%
6,288
1722
$340K ﹤0.01%
6,853
-680
1723
$340K ﹤0.01%
6,397
-9
1724
$339K ﹤0.01%
7,699
+1,624
1725
$339K ﹤0.01%
11,569
+2,484
67 68
69
70 71