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
2026
$207K ﹤0.01%
5,070
+1,025
2027
$207K ﹤0.01%
+3,994
2028
$206K ﹤0.01%
5,236
-28,019
2029
$206K ﹤0.01%
1,111
2030
$206K ﹤0.01%
+5,247
2031
$206K ﹤0.01%
14,326
-3,092
2032
$205K ﹤0.01%
+5,945
2033
$205K ﹤0.01%
10,931
-4,396
2034
$205K ﹤0.01%
11,180
-748
2035
$204K ﹤0.01%
15,901
+2,075
2036
$204K ﹤0.01%
44,582
+74
2037
$204K ﹤0.01%
+7,083
2038
$204K ﹤0.01%
10,940
2039
$203K ﹤0.01%
12,244
-847
2040
$203K ﹤0.01%
+3,350
2041
$201K ﹤0.01%
+3,177
2042
$201K ﹤0.01%
+1,367
2043
$201K ﹤0.01%
17,780
+2,180
2044
$200K ﹤0.01%
+5,964
2045
$199K ﹤0.01%
1,650
2046
$196K ﹤0.01%
+10,855
2047
$195K ﹤0.01%
11,461
+1,234
2048
$195K ﹤0.01%
17,507
-375
2049
$195K ﹤0.01%
8,844
-4,059
2050
$194K ﹤0.01%
18,028
+886
80 81
82
83 84