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
1976
$221K ﹤0.01%
34,766
-12,827
1977
$221K ﹤0.01%
4,060
-600
1978
$221K ﹤0.01%
14,132
+3,411
1979
$221K ﹤0.01%
7,584
-3,245
1980
$221K ﹤0.01%
2,474
+100
1981
$220K ﹤0.01%
+6,845
1982
$220K ﹤0.01%
+4,155
1983
$220K ﹤0.01%
+5,472
1984
$220K ﹤0.01%
+8,120
1985
$219K ﹤0.01%
10,657
+97
1986
$219K ﹤0.01%
10,140
+89
1987
$219K ﹤0.01%
15,350
1988
$218K ﹤0.01%
10,824
+89
1989
$218K ﹤0.01%
+10,827
1990
$218K ﹤0.01%
+6,012
1991
$218K ﹤0.01%
5,047
1992
$218K ﹤0.01%
17,875
+6,550
1993
$218K ﹤0.01%
+6,245
1994
$217K ﹤0.01%
9,044
+32
1995
$216K ﹤0.01%
14,218
-667
1996
$216K ﹤0.01%
+7,042
1997
$216K ﹤0.01%
13,432
+2,461
1998
$215K ﹤0.01%
3,752
-474
1999
$215K ﹤0.01%
+5,140
2000
$214K ﹤0.01%
+2,614
78 79
80
81 82