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
2201
$31K ﹤0.01%
+11,912
2202
$31K ﹤0.01%
+10,001
2203
$31K ﹤0.01%
10,746
+233
2204
$30K ﹤0.01%
15,200
2205
$29K ﹤0.01%
54,200
+5,000
2206
$29K ﹤0.01%
+12,000
2207
$27K ﹤0.01%
1,047
-40
2208
$27K ﹤0.01%
676
-99
2209
$27K ﹤0.01%
915
2210
$27K ﹤0.01%
30,000
2211
$26K ﹤0.01%
938
+297
2212
$25K ﹤0.01%
500
2213
– –
0
2214
$24K ﹤0.01%
1,373
2215
$24K ﹤0.01%
1,335
+332
2216
$23K ﹤0.01%
1,217
2217
$22K ﹤0.01%
100
2218
$21K ﹤0.01%
11,456
+1,000
2219
$21K ﹤0.01%
+19,218
2220
$20K ﹤0.01%
29,613
2221
$19K ﹤0.01%
+14,400
2222
$18K ﹤0.01%
12,000
2223
$18K ﹤0.01%
147
+6
2224
$16K ﹤0.01%
30,800
2225
$16K ﹤0.01%
2,500
87 88
89
90 91