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HighTower Advisors Portfolio holdings
AUM
$94.2B
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
+0.88%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$73.1B
AUM Growth
+$3.13B
(+4.5%)
Cap. Flow
+$6.15B
Cap. Flow
% of AUM
8.41%
Top 10 Holdings %
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$2.14B |
| 2 |
SharkNinja
SN
|
+$220M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$145M |
| 4 |
Apple
AAPL
|
+$101M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$88.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TechTarget
TTGT
|
+$32.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$29.7M |
| 3 |
LyondellBasell Industries
LYB
|
+$25.1M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$24.7M |
| 5 |
Alexandria Real Estate Equities
ARE
|
+$24.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.15% |
| 2 | Financials | 10.6% |
| 3 | Consumer Discretionary | 6.93% |
| 4 | Healthcare | 5.42% |
| 5 | Industrials | 5.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2501
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
| $475K | ﹤0.01% |
+9,462
| New | +$476K |
|
2502
Reaves Utility Income Fund
UTG
$3.57B
| $474K | ﹤0.01% |
14,962
+1,543
| +11% | +$50.7K |
|
2503
Bank OZK
OZK
$5.62B
| $474K | ﹤0.01% |
10,647
+1,518
| +17% | +$69.4K |
|
2504
BJ's Restaurants
BJRI
$1.45B
| $474K | ﹤0.01% |
13,488
+223
| +2% | +$7.9K |
|
2505
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.72B
| $473K | ﹤0.01% |
9,506
+561
| +6% | +$30.7K |
|
2506
Triple Flag Precious Metals
TFPM
$5.9B
| $473K | ﹤0.01% |
31,432
+2,447
| +8% | +$40.5K |
|
2507
Dr. Reddy's Laboratories
RDY
$9.77B
| $472K | ﹤0.01% |
+29,922
| New | +$450K |
|
|
EOS
2508
Eaton Vance Enhance Equity Income Fund II
EOS
$1.12B
| $472K | ﹤0.01% |
19,722
| – | – |
|
2509
Invesco Biotechnology & Genome ETF
PBE
$288M
| $469K | ﹤0.01% |
7,053
-48
| -0.7% | -$3.31K |
|
2510
Global X SuperDividend ETF
SDIV
$1.22B
| $469K | ﹤0.01% |
22,734
-2,882
| -11% | -$63.1K |
|
2511
Credit Acceptance
CACC
$5.84B
| $468K | ﹤0.01% |
997
+402
| +68% | +$186K |
|
2512
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
| $468K | ﹤0.01% |
19,855
+1,677
| +9% | +$39.6K |
|
|
TERN
2513
DELISTED
Terns Pharmaceuticals
TERN
| $468K | ﹤0.01% |
+84,430
| New | +$572K |
|
2514
Simplify Interest Rate Hedge ETF
PFIX
$165M
| $468K | ﹤0.01% |
+8,934
| New | +$427K |
|
2515
CONMED
CNMD
$1.33B
| $466K | ﹤0.01% |
6,806
-250
| -4% | -$17.4K |
|
2516
SM Energy
SM
$7.11B
| $466K | ﹤0.01% |
12,015
+148
| +1% | +$6.25K |
|
2517
Plexus
PLXS
$6.69B
| $466K | ﹤0.01% |
2,975
+278
| +10% | +$42.5K |
|
2518
Flux Power
FLUX
$12.1M
| $465K | ﹤0.01% |
294,312
+20,000
| +7% | +$47.5K |
|
2519
Dentsply Sirona
XRAY
$2.7B
| $465K | ﹤0.01% |
24,480
+7,152
| +41% | +$151K |
|
2520
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$632M
| $463K | ﹤0.01% |
21,720
+23
| +0.1% | +$504 |
|
2521
iShares US Regional Banks ETF
IAT
$682M
| $463K | ﹤0.01% |
9,193
-11
| -0.1% | -$568 |
|
2522
Artisan Partners
APAM
$2.9B
| $461K | ﹤0.01% |
10,708
+162
| +2% | +$7.4K |
|
2523
Braze
BRZE
$2.83B
| $461K | ﹤0.01% |
11,007
+3,071
| +39% | +$111K |
|
2524
Eldorado Gold
EGO
$8.4B
| $461K | ﹤0.01% |
+30,987
| New | +$512K |
|
2525
MasterBrand
MBC
$1.15B
| $459K | ﹤0.01% |
31,419
+1,841
| +6% | +$31.4K |
|
Similar funds
HighTower Advisors's Q4 2024 Portfolio in Review
As of Q4 2024, HighTower Advisors held 4,120 positions worth $73.1B, up 4.5% from $70B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
HighTower Advisors deployed $6.15B of net new capital in Q4 2024, opening 390 new positions and adding to 1,802 existing holdings. Its largest new stake was Microsoft: 5,023,862 shares worth $2.12B.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was TechTarget, an estimated $32.9M trimmed.
- HighTower Advisors's largest Q4 2024 buy was Microsoft: 5,023,862 shares worth $2.12B.
- HighTower Advisors added most to SharkNinja in Q4 2024, an estimated $220M increase.
- HighTower Advisors's biggest Q4 2024 reduction was TechTarget, cutting an estimated $32.9M.
- HighTower Advisors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $12.6M.
- HighTower Advisors's ten largest holdings make up 19% of its $73.1B portfolio in Q4 2024.
- HighTower Advisors opened 390 new positions and closed 320 in Q4 2024.
- HighTower Advisors's portfolio value rose 4.5% quarter-over-quarter to $73.1B.
Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.