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
1926
$239K ﹤0.01%
54,594
-32,697
1927
$238K ﹤0.01%
2,974
+1
1928
$238K ﹤0.01%
+8,084
1929
$238K ﹤0.01%
+5,850
1930
$237K ﹤0.01%
25,031
+1
1931
$237K ﹤0.01%
2,022
-115
1932
$237K ﹤0.01%
15,164
-1,250
1933
$237K ﹤0.01%
12,940
-4,856
1934
$236K ﹤0.01%
2,439
-640
1935
$235K ﹤0.01%
+9,700
1936
$235K ﹤0.01%
+3,600
1937
$235K ﹤0.01%
+198,175
1938
$235K ﹤0.01%
2,527
-9
1939
$234K ﹤0.01%
+11,780
1940
$234K ﹤0.01%
+2,769
1941
$234K ﹤0.01%
+2,508
1942
$233K ﹤0.01%
2,460
1943
$233K ﹤0.01%
48,378
+2,152
1944
$233K ﹤0.01%
16,120
1945
$232K ﹤0.01%
+2,383
1946
$232K ﹤0.01%
5,966
-292
1947
$231K ﹤0.01%
+1,858
1948
$231K ﹤0.01%
+7,252
1949
$231K ﹤0.01%
18,284
-2,262
1950
$231K ﹤0.01%
2,862
+30
76 77
78
79 80