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
2001
$214K ﹤0.01%
3,425
2002
$213K ﹤0.01%
4,091
-6,951
2003
$213K ﹤0.01%
2,218
-340
2004
$213K ﹤0.01%
+11,243
2005
$212K ﹤0.01%
14,015
2006
$211K ﹤0.01%
+245,000
2007
$211K ﹤0.01%
19,000
2008
$211K ﹤0.01%
+1,542
2009
$211K ﹤0.01%
+2,203
2010
$210K ﹤0.01%
15,745
-1,886
2011
$210K ﹤0.01%
13,421
-357
2012
$210K ﹤0.01%
+3,863
2013
$209K ﹤0.01%
2,787
+68
2014
$209K ﹤0.01%
+5,856
2015
$209K ﹤0.01%
1,965
-638
2016
$209K ﹤0.01%
18,254
+2,590
2017
$209K ﹤0.01%
1,336
+155
2018
$208K ﹤0.01%
12,926
-1,130
2019
$208K ﹤0.01%
2,808
-552
2020
$208K ﹤0.01%
+3,214
2021
$208K ﹤0.01%
16,806
+14
2022
$208K ﹤0.01%
+1,837
2023
$208K ﹤0.01%
5,793
-1,385
2024
$208K ﹤0.01%
2,987
-95
2025
$207K ﹤0.01%
+1,732
79 80
81
82 83