HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
1-Year Est. Return 17.44%
This Quarter Est. Return
1 Year Est. Return
+17.44%
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
1
$315M 2.58%
7,440,080
-197,168
2
$258M 2.12%
967,348
-4,609
3
$222M 1.82%
2,596,391
-48,074
4
$172M 1.41%
1,232,570
-6,559
5
$145M 1.19%
4,947,413
-118,710
6
$134M 1.1%
675,367
+13,999
7
$128M 1.05%
1,532,458
-10,092
8
$128M 1.05%
950,575
-22,748
9
$117M 0.96%
1,093,464
-54,873
10
$114M 0.94%
1,127,983
+18,651
11
$101M 0.83%
2,181,628
+30,928
12
$98.8M 0.81%
828,897
+24,786
13
$95.8M 0.79%
1,042,233
+10,102
14
$90M 0.74%
1,700,969
-42,416
15
$87.8M 0.72%
1,634,283
-72,258
16
$87.4M 0.72%
856,933
+17,771
17
$85.1M 0.7%
288,512
-1,632
18
$83.9M 0.69%
475,225
+22,909
19
$83.5M 0.69%
671,577
+23,984
20
$80.3M 0.66%
1,372,300
+148,480
21
$76.4M 0.63%
529,620
+3,325
22
$75.5M 0.62%
629,700
-20,821
23
$73.4M 0.6%
584,458
+206
24
$72.2M 0.59%
4,238,454
+372,696
25
$71.2M 0.58%
1,163,832
+62,405