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
$12.2B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,289
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$17M
3
+$12M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$11.5M
5
MLPA icon
Global X MLP ETF
MLPA
+$11M

Top Sells

1
+$21.9M
2
+$19.2M
3
+$15.6M
4
EPD icon
Enterprise Products Partners
EPD
+$14.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.8M

Sector Composition

1 Technology 10.23%
2 Financials 9.95%
3 Healthcare 8.68%
4 Industrials 7.67%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
– –
-40,917
2202
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-5,971
2203
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-1,907
2204
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-16,237
2205
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-14,840
2206
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-11,867
2207
– –
-1,140
2208
– –
-9,211
2209
– –
-11,403
2210
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-7,798
2211
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-7,265
2212
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-3,181
2213
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-4,861
2214
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-39,000
2215
– –
-833
2216
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-119,619
2217
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-97,808
2218
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-19,204
2219
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-8,905
2220
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-760
2221
– –
-317
2222
– –
-4,479
2223
– –
-7,669
2224
– –
-11,203
2225
– –
-1,006
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