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
1876
$260K ﹤0.01%
18,596
-10,240
1877
$260K ﹤0.01%
18,222
+2,500
1878
$260K ﹤0.01%
+14,984
1879
$259K ﹤0.01%
+4,152
1880
$259K ﹤0.01%
11,257
-11,001
1881
$258K ﹤0.01%
10,262
+81
1882
$258K ﹤0.01%
5,100
-250
1883
$256K ﹤0.01%
188
+20
1884
$256K ﹤0.01%
27,095
-1,711
1885
$256K ﹤0.01%
9,750
-1,000
1886
$255K ﹤0.01%
+13,191
1887
$255K ﹤0.01%
9,079
+448
1888
$255K ﹤0.01%
+9,854
1889
$255K ﹤0.01%
1,190
-1,430
1890
$255K ﹤0.01%
18,050
1891
$254K ﹤0.01%
16,161
+3,162
1892
$254K ﹤0.01%
+9,295
1893
$254K ﹤0.01%
8,353
-2,903
1894
$253K ﹤0.01%
+4,461
1895
$252K ﹤0.01%
16,079
-18
1896
$251K ﹤0.01%
4,156
-114
1897
$251K ﹤0.01%
2,380
+202
1898
$251K ﹤0.01%
+1,775
1899
$250K ﹤0.01%
9,416
-2,155
1900
$250K ﹤0.01%
8,088
-500
74 75
76
77 78