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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
PRIM icon
2626
Primoris Services
PRIM
$4.28B
$406K ﹤0.01%
5,317
+268
+5% +$19.6K
OLN icon
2627
Olin
OLN
$2.44B
$406K ﹤0.01%
12,006
+3,692
+44% +$154K
FDM icon
2628
First Trust Dow Jones Select MicroCap Index Fund
FDM
$265M
$405K ﹤0.01%
5,948
-308
-5% -$21K
ACCO icon
2629
Acco Brands
ACCO
$401M
$405K ﹤0.01%
77,190
+5,148
+7% +$28.6K
FMS icon
2630
Fresenius Medical Care
FMS
$13.3B
$405K ﹤0.01%
17,890
+1,305
+8% +$28.3K
JPUS
2631
JPMorgan Diversified Return US Equity ETF
JPUS
$463M
$405K ﹤0.01%
3,548
+97
+3% +$11.6K
BC icon
2632
Brunswick
BC
$5.33B
$404K ﹤0.01%
6,251
-722
-10% -$56.6K
HASI icon
2633
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.95B
$404K ﹤0.01%
15,042
-2,032
-12% -$63.6K
CNRG icon
2634
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$193M
$403K ﹤0.01%
6,661
-234
-3% -$14.6K
ISSC icon
2635
Innovative Solutions & Support
ISSC
$343M
$402K ﹤0.01%
47,107
+220
+0.5% +$1.65K
ZETA icon
2636
Zeta Global
ZETA
$5.46B
$402K ﹤0.01%
22,351
-32
-0.1% -$808
MUA icon
2637
BlackRock MuniAssets Fund
MUA
$518M
$402K ﹤0.01%
36,421
+1,500
+4% +$17.9K
RNP icon
2638
Cohen & Steers REIT and Preferred and Income Fund
RNP
$996M
$401K ﹤0.01%
19,177
-2,229
-10% -$50.5K
FXZ icon
2639
First Trust Materials AlphaDEX Fund
FXZ
$373M
$401K ﹤0.01%
7,054
-1,058
-13% -$67.6K
SPHR icon
2640
Sphere Entertainment
SPHR
$5.06B
$401K ﹤0.01%
9,936
+583
+6% +$24.4K
TECB icon
2641
iShares US Tech Breakthrough Multisector ETF
TECB
$453M
$400K ﹤0.01%
7,523
+465
+7% +$24.9K
IYLD icon
2642
iShares Morningstar Multi-Asset Income ETF
IYLD
$125M
$400K ﹤0.01%
20,541
+4,082
+25% +$82.3K
AROW icon
2643
Arrow Financial
AROW
$664M
$400K ﹤0.01%
13,922
– –
BCPC
2644
Balchem Corp
BCPC
$5.33B
$400K ﹤0.01%
2,452
+223
+10% +$38.7K
CVR icon
2645
Chicago Rivet & Machine Co
CVR
$10M
$399K ﹤0.01%
25,200
– –
SPTN
2646
DELISTED
SpartanNash
SPTN
$399K ﹤0.01%
21,769
+4,507
+26% +$90K
INSP icon
2647
Inspire Medical Systems
INSP
$1.5B
$399K ﹤0.01%
2,150
+686
+47% +$133K
CFFI icon
2648
C&F Financial
CFFI
$271M
$398K ﹤0.01%
5,593
-388
-6% -$26.6K
COLD icon
2649
Americold
COLD
$4.17B
$397K ﹤0.01%
18,574
-895
-5% -$21.7K
AMSF icon
2650
AMERISAFE
AMSF
$573M
$397K ﹤0.01%
7,704
-236
-3% -$12.8K
104 105
106
107 108

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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.