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
2251
-59,815
2252
-8,375
2253
-23,568
2254
-22,677
2255
-102,021
2256
-51,769
2257
-2,876
2258
-18,841
2259
-89,140
2260
-14,025
2261
-4,264
2262
-172,527
2263
-5,444
2264
-13,222
2265
-17,969
2266
-83,411
2267
-15,013
2268
-7,901
2269
-178,190
2270
-25,819
2271
-13,350
2272
-12,582
2273
-14,640
2274
-11,915
2275
-4,604