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
1951
$230K ﹤0.01%
+3,803
1952
$230K ﹤0.01%
10,541
1953
$230K ﹤0.01%
+22,122
1954
$229K ﹤0.01%
3,491
-126
1955
$228K ﹤0.01%
2,460
+60
1956
$227K ﹤0.01%
15,229
1957
$227K ﹤0.01%
4,092
-3,319
1958
$227K ﹤0.01%
+6,047
1959
$227K ﹤0.01%
15,972
1960
$227K ﹤0.01%
6,884
-1,511
1961
$226K ﹤0.01%
9,758
-998
1962
$226K ﹤0.01%
+3,265
1963
$226K ﹤0.01%
16,682
+4,055
1964
$225K ﹤0.01%
11,750
1965
$225K ﹤0.01%
5,726
-240
1966
$225K ﹤0.01%
+14,053
1967
$224K ﹤0.01%
4,443
+33
1968
$224K ﹤0.01%
+6,568
1969
$224K ﹤0.01%
4,975
1970
$224K ﹤0.01%
10,312
+800
1971
$224K ﹤0.01%
+7,146
1972
$224K ﹤0.01%
3,873
+92
1973
$223K ﹤0.01%
+4,374
1974
$222K ﹤0.01%
51,296
-12,301
1975
$221K ﹤0.01%
8,406
+449
77 78
79
80 81