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
$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
1
$427M 2.54%
5,572,026
+14,578
2
$415M 2.47%
1,417,674
+62,476
3
$401M 2.39%
8,097,392
+188,204
4
$351M 2.09%
2,621,888
+43,161
5
$202M 1.2%
1,448,339
-57,984
6
$198M 1.18%
1,062,758
+69,959
7
$198M 1.18%
2,088,160
+220,480
8
$184M 1.1%
864,944
+35,478
9
$176M 1.05%
1,919,166
+216,678
10
$165M 0.98%
796,528
+100,537
11
$159M 0.95%
1,426,116
+113,164
12
$148M 0.88%
941,169
+30,951
13
$141M 0.84%
1,759,995
-66,802
14
$126M 0.75%
1,172,967
+18,224
15
$124M 0.74%
4,901,603
+93,505
16
$124M 0.74%
1,131,241
-68,041
17
$118M 0.7%
2,057,475
+119,790
18
$116M 0.69%
1,006,930
+4,876
19
$113M 0.67%
1,437,998
+437,508
20
$98.8M 0.59%
2,063,748
-39,037
21
$97.9M 0.58%
506,555
+78,853
22
$97.5M 0.58%
743,379
-6,854
23
$97.4M 0.58%
468,932
+63,139
24
$95.8M 0.57%
301
-1
25
$94.8M 0.56%
1,862,693
+4,835