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
1851
$268K ﹤0.01%
12,184
+734
1852
$268K ﹤0.01%
8,764
1853
$268K ﹤0.01%
3,327
+175
1854
$268K ﹤0.01%
3,858
-47
1855
$268K ﹤0.01%
4,734
-2,581
1856
$268K ﹤0.01%
10,213
1857
$267K ﹤0.01%
9,806
+1,353
1858
$267K ﹤0.01%
1,812
-10,370
1859
$266K ﹤0.01%
+43,725
1860
$265K ﹤0.01%
9,475
-125
1861
$265K ﹤0.01%
22,146
+3,553
1862
$264K ﹤0.01%
5,983
+428
1863
$264K ﹤0.01%
9,369
+164
1864
$264K ﹤0.01%
+5,155
1865
$264K ﹤0.01%
18,278
-17,728
1866
$264K ﹤0.01%
33,550
-100
1867
$263K ﹤0.01%
24,668
+329
1868
$263K ﹤0.01%
1,819
-14
1869
$263K ﹤0.01%
+6,281
1870
$263K ﹤0.01%
19,059
1871
$263K ﹤0.01%
1,638
+147
1872
$263K ﹤0.01%
4,600
+325
1873
$262K ﹤0.01%
21,358
+6,755
1874
$262K ﹤0.01%
17,065
-21,890
1875
$261K ﹤0.01%
2,737
-213
73 74
75
76 77