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
1726
$338K ﹤0.01%
16,292
+2,310
1727
$338K ﹤0.01%
17,367
+3,500
1728
$337K ﹤0.01%
21,756
-46,910
1729
$337K ﹤0.01%
6,958
+6
1730
$336K ﹤0.01%
5,124
-220,707
1731
$336K ﹤0.01%
8,179
+2,838
1732
$335K ﹤0.01%
5,037
-8,889
1733
$335K ﹤0.01%
4,304
-1,704
1734
$333K ﹤0.01%
16,623
+1,432
1735
$331K ﹤0.01%
+6,960
1736
$331K ﹤0.01%
7,188
+174
1737
$330K ﹤0.01%
3,841
-435
1738
$330K ﹤0.01%
4,512
+762
1739
$329K ﹤0.01%
+2,107
1740
$329K ﹤0.01%
5,474
+4
1741
$328K ﹤0.01%
5,953
+1,159
1742
$327K ﹤0.01%
6,437
-80
1743
$325K ﹤0.01%
13,821
+2,382
1744
$325K ﹤0.01%
24,955
1745
$325K ﹤0.01%
17,600
1746
$325K ﹤0.01%
2,851
-607
1747
$323K ﹤0.01%
6,643
-25
1748
$323K ﹤0.01%
13,353
+4,440
1749
$322K ﹤0.01%
12,009
-300
1750
$322K ﹤0.01%
8,245
+1,871
68 69
70
71 72