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HighTower Advisors

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
Cap. Flow
+$6.15B
Cap. Flow %
8.41%
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.14B
2
SN icon
SharkNinja
SN
+$220M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

Rank Stock Value
1
TTGT icon
TechTarget
TTGT
+$32.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
3
LYB icon
LyondellBasell Industries
LYB
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
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
JMEE icon
2551
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.87B
$447K ﹤0.01%
+7,393
New +$463K
QQMG icon
2552
Invesco ESG NASDAQ 100 ETF
QQMG
$190M
$446K ﹤0.01%
+12,803
New +$443K
KXI icon
2553
iShares Global Consumer Staples ETF
KXI
$1.08B
$446K ﹤0.01%
7,391
+326
+5% +$20.6K
MRX
2554
Marex Group Limited Ordinary Shares
MRX
$4.62B
$445K ﹤0.01%
+14,269
New +$399K
EZPW icon
2555
Ezcorp Inc
EZPW
$1.85B
$444K ﹤0.01%
36,367
-1,072
-3% -$12.7K
CURB
2556
Curbline Properties
CURB
$3.61B
$444K ﹤0.01%
+19,103
New +$449K
SPIP icon
2557
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$443K ﹤0.01%
+17,510
New +$451K
SKY icon
2558
Champion Homes
SKY
$4.58B
$442K ﹤0.01%
5,019
+180
+4% +$17.4K
FCPT icon
2559
Four Corners Property Trust
FCPT
$2.85B
$442K ﹤0.01%
16,288
+750
+5% +$21.4K
MTN icon
2560
Vail Resorts
MTN
$5.6B
$442K ﹤0.01%
2,357
+901
+62% +$161K
HISF icon
2561
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
$98.8M
$441K ﹤0.01%
10,073
+438
+5% +$19.5K
BUXX icon
2562
Strive Enhanced Income Short Maturity ETF
BUXX
$489M
$439K ﹤0.01%
+21,633
New +$440K
CYTK icon
2563
Cytokinetics
CYTK
$10.8B
$439K ﹤0.01%
9,323
-1,481
-14% -$76.9K
INDB icon
2564
Independent Bank
INDB
$4.1B
$438K ﹤0.01%
6,823
+267
+4% +$17.8K
FJUL icon
2565
FT Vest US Equity Buffer ETF July
FJUL
$1.2B
$438K ﹤0.01%
8,936
– –
SBSI icon
2566
Southside Bancshares
SBSI
$974M
$437K ﹤0.01%
13,769
+53
+0.4% +$1.8K
ZROZ icon
2567
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.37B
$437K ﹤0.01%
6,371
+954
+18% +$71.5K
MTDR icon
2568
Matador Resources
MTDR
$5.73B
$437K ﹤0.01%
7,768
+604
+8% +$33.3K
ABG icon
2569
Asbury Automotive
ABG
$4.49B
$437K ﹤0.01%
1,798
+78
+5% +$19.1K
DWX icon
2570
State Street SPDR S&P International Dividend ETF
DWX
$527M
$437K ﹤0.01%
12,494
-1,605
-11% -$58.6K
INVH icon
2571
Invitation Homes
INVH
$17.9B
$435K ﹤0.01%
13,604
-57,262
-81% -$1.91M
SFNC icon
2572
Simmons First National
SFNC
$3.39B
$435K ﹤0.01%
19,600
+812
+4% +$19K
SEE
2573
DELISTED
Sealed Air
SEE
$434K ﹤0.01%
12,825
+6,393
+99% +$228K
SPNT icon
2574
SiriusPoint
SPNT
$3.09B
$433K ﹤0.01%
26,441
-868
-3% -$12.5K
GHM icon
2575
Graham Corp
GHM
$1.17B
$433K ﹤0.01%
9,731
+66
+0.7% +$2.47K
101 102
103
104 105

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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.