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
2101
$143K ﹤0.01%
12,774
+74
2102
$141K ﹤0.01%
13,441
2103
$137K ﹤0.01%
15,170
-15,051
2104
$137K ﹤0.01%
6,048
-638
2105
$135K ﹤0.01%
13,005
2106
$135K ﹤0.01%
14,527
-733
2107
$133K ﹤0.01%
7,095
-1,850
2108
$132K ﹤0.01%
24,144
-194,450
2109
$131K ﹤0.01%
10,524
2110
$130K ﹤0.01%
59,073
-130
2111
$129K ﹤0.01%
11,492
-4,330
2112
$128K ﹤0.01%
16,999
+312
2113
$127K ﹤0.01%
14,600
-2,000
2114
$126K ﹤0.01%
10,850
2115
$125K ﹤0.01%
15,890
2116
$125K ﹤0.01%
15,247
+3,171
2117
$124K ﹤0.01%
16,454
+522
2118
$123K ﹤0.01%
7,010
+199
2119
$121K ﹤0.01%
4,200
+1,900
2120
$121K ﹤0.01%
2,228
+329
2121
$121K ﹤0.01%
12,875
-1,683
2122
$117K ﹤0.01%
17,921
+1,327
2123
$117K ﹤0.01%
12,265
-4,979
2124
$115K ﹤0.01%
10,085
-3,178
2125
$115K ﹤0.01%
4,527
-53,021
83 84
85
86 87