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
2176
$55K ﹤0.01%
36
2177
$54K ﹤0.01%
13,613
-685
2178
$53K ﹤0.01%
1,403
-52
2179
$52K ﹤0.01%
764
2180
$52K ﹤0.01%
+11,526
2181
$52K ﹤0.01%
37,538
+10,821
2182
$49K ﹤0.01%
388
2183
$47K ﹤0.01%
12,000
-273
2184
$47K ﹤0.01%
2,073
2185
$47K ﹤0.01%
11,450
2186
$46K ﹤0.01%
11,800
-2,100
2187
$44K ﹤0.01%
915
2188
$43K ﹤0.01%
10,000
2189
– –
0
2190
$41K ﹤0.01%
684
-34
2191
$41K ﹤0.01%
8,810
-19,908
2192
$39K ﹤0.01%
14,722
+1,100
2193
$37K ﹤0.01%
1,403
-20
2194
$37K ﹤0.01%
+11,497
2195
$35K ﹤0.01%
15,930
+3,609
2196
$34K ﹤0.01%
+1,503
2197
$34K ﹤0.01%
2,100
2198
$34K ﹤0.01%
13,903
+5
2199
$33K ﹤0.01%
12,298
2200
$33K ﹤0.01%
2,497
+334
86 87
88
89 90