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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 | |
|---|---|---|---|---|---|---|
2651
RingCentral
RNG
$4.77B
| $396K | ﹤0.01% |
11,308
+1,145
| +11% | +$41.1K |
|
2652
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$855M
| $396K | ﹤0.01% |
11,251
-127
| -1% | -$5.78K |
|
2653
NeoGenomics
NEO
$1.74B
| $395K | ﹤0.01% |
23,967
-2,780
| -10% | -$43.2K |
|
2654
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.12B
| $395K | ﹤0.01% |
12,783
-1,445
| -10% | -$44.9K |
|
2655
Arbor Realty Trust
ABR
$979M
| $395K | ﹤0.01% |
28,484
-2,236
| -7% | -$32.9K |
|
2656
Neuronetics
STIM
$130M
| $394K | ﹤0.01% |
244,882
-1,100
| -0.4% | -$1.14K |
|
2657
Bloom Energy
BE
$47.5B
| $394K | ﹤0.01% |
17,737
+4,109
| +30% | +$72K |
|
2658
BlackLine
BL
$1.87B
| $393K | ﹤0.01% |
6,475
+161
| +3% | +$9.6K |
|
|
PDCO
2659
DELISTED
Patterson Companies, Inc.
PDCO
| $393K | ﹤0.01% |
12,737
-581
| -4% | -$13.5K |
|
|
BFK
2660
DELISTED
BlackRock Municipal Income Trust
BFK
| $393K | ﹤0.01% |
39,849
+12,482
| +46% | +$128K |
|
2661
Kimbell Royalty Partners
KRP
$1.43B
| $392K | ﹤0.01% |
24,173
+2,750
| +13% | +$44.1K |
|
2662
Harmony Biosciences
HRMY
$2.07B
| $392K | ﹤0.01% |
11,401
-68,560
| -86% | -$2.36M |
|
2663
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.14B
| $392K | ﹤0.01% |
10,779
-6,141
| -36% | -$242K |
|
2664
NIO
NIO
$11.7B
| $392K | ﹤0.01% |
89,886
-495
| -0.5% | -$2.52K |
|
2665
Sanmina
SANM
$9.24B
| $392K | ﹤0.01% |
+5,178
| New | +$386K |
|
2666
Lattice Semiconductor
LSCC
$16.4B
| $390K | ﹤0.01% |
6,886
+1,745
| +34% | +$95.8K |
|
2667
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$680M
| $389K | ﹤0.01% |
5,140
+226
| +5% | +$16.7K |
|
|
RFMZ
2668
RiverNorth Flexible Municipal Income Fund II
RFMZ
$319M
| $389K | ﹤0.01% |
+29,010
| New | +$409K |
|
2669
Intuitive Machines
LUNR
$1.98B
| $387K | ﹤0.01% |
+21,327
| New | +$236K |
|
|
RMT
2670
Royce Micro-Cap Trust
RMT
$733M
| $387K | ﹤0.01% |
39,663
+29,019
| +273% | +$285K |
|
2671
Acme United Corp
ACU
$227M
| $387K | ﹤0.01% |
10,355
+1,523
| +17% | +$63.3K |
|
2672
JPMorgan BetaBuilders Europe ETF
BBEU
$9.22B
| $386K | ﹤0.01% |
6,966
-3,043
| -30% | -$178K |
|
2673
Remitly
RELY
$4.91B
| $386K | ﹤0.01% |
17,092
+19
| +0.1% | +$350 |
|
2674
Innospec
IOSP
$2.12B
| $385K | ﹤0.01% |
3,494
+391
| +13% | +$44.8K |
|
2675
Otter Tail
OTTR
$3.93B
| $384K | ﹤0.01% |
5,201
-426
| -8% | -$33.4K |
|
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.