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
2126
$115K ﹤0.01%
24,352
-5,450
2127
$113K ﹤0.01%
10,943
-7,793
2128
$110K ﹤0.01%
13,448
+402
2129
$108K ﹤0.01%
14,990
-500
2130
$107K ﹤0.01%
10,097
-59,647
2131
$107K ﹤0.01%
130,002
+15,000
2132
$106K ﹤0.01%
+19,037
2133
$105K ﹤0.01%
11,858
+62
2134
$104K ﹤0.01%
18,347
-6,667
2135
$104K ﹤0.01%
2,458
+770
2136
$103K ﹤0.01%
16,243
+4,592
2137
$98K ﹤0.01%
16,600
2138
$97K ﹤0.01%
11,530
2139
$97K ﹤0.01%
16,529
+2,544
2140
$97K ﹤0.01%
168
2141
$96K ﹤0.01%
14,871
-1,105
2142
$96K ﹤0.01%
4,412
+3,377
2143
$96K ﹤0.01%
55,000
2144
$95K ﹤0.01%
13,535
+1,025
2145
$93K ﹤0.01%
29,900
2146
$93K ﹤0.01%
7,566
2147
$91K ﹤0.01%
8,709
-6,460
2148
$90K ﹤0.01%
+14,815
2149
$89K ﹤0.01%
14,750
-1,500
2150
$88K ﹤0.01%
+20,350
84 85
86
87 88