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
2051
$193K ﹤0.01%
12,206
2052
$193K ﹤0.01%
10,152
-1,848
2053
$192K ﹤0.01%
20,993
+2,612
2054
$192K ﹤0.01%
15,146
-7,064
2055
$192K ﹤0.01%
+13,135
2056
$191K ﹤0.01%
10,800
-546
2057
$190K ﹤0.01%
12,608
+340
2058
$190K ﹤0.01%
32,980
+9,180
2059
$185K ﹤0.01%
37,875
-5,000
2060
$185K ﹤0.01%
21,031
+10,507
2061
$185K ﹤0.01%
14,594
-2,753
2062
$183K ﹤0.01%
+14,398
2063
$180K ﹤0.01%
+10,870
2064
$178K ﹤0.01%
+13,583
2065
$175K ﹤0.01%
+11,915
2066
$175K ﹤0.01%
+19,118
2067
$174K ﹤0.01%
+13,953
2068
$172K ﹤0.01%
11,897
-2,267
2069
$172K ﹤0.01%
14,000
+500
2070
$171K ﹤0.01%
14,424
-11,819
2071
$170K ﹤0.01%
10,159
2072
$168K ﹤0.01%
11,550
+502
2073
$168K ﹤0.01%
1,766
-2,076
2074
$168K ﹤0.01%
23,489
-13,032
2075
$166K ﹤0.01%
13,007
81 82
83
84 85