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
2076
$166K ﹤0.01%
+10,828
2077
$165K ﹤0.01%
1,128
+430
2078
$165K ﹤0.01%
+11,779
2079
$163K ﹤0.01%
+3,743
2080
$163K ﹤0.01%
+11,082
2081
$163K ﹤0.01%
+13,437
2082
$162K ﹤0.01%
20,560
+10,042
2083
$161K ﹤0.01%
+11,405
2084
$160K ﹤0.01%
29,842
2085
$156K ﹤0.01%
+15,774
2086
$155K ﹤0.01%
10,197
2087
$154K ﹤0.01%
60,987
+48,309
2088
$153K ﹤0.01%
13,753
2089
$151K ﹤0.01%
10,000
2090
$150K ﹤0.01%
+10,968
2091
$149K ﹤0.01%
10,687
2092
$149K ﹤0.01%
20,531
-129,804
2093
$149K ﹤0.01%
+17,090
2094
$148K ﹤0.01%
+2,449
2095
$148K ﹤0.01%
12,556
-1,204
2096
$147K ﹤0.01%
+11,738
2097
$147K ﹤0.01%
10,561
2098
$146K ﹤0.01%
13,018
-60
2099
$145K ﹤0.01%
12,173
-17,831
2100
$145K ﹤0.01%
+20,018
82 83
84
85 86