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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
CWEN.A
2701
DELISTED
Clearway Energy Class A
CWEN.A
$372K ﹤0.01%
15,233
-360
-2% -$9.32K
PTON icon
2702
Peloton Interactive
PTON
$2.84B
$372K ﹤0.01%
42,807
-2,916
-6% -$22.7K
FBCV icon
2703
Fidelity Blue Chip Value ETF
FBCV
$175M
$372K ﹤0.01%
11,768
– –
IVVM icon
2704
iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
$171M
$372K ﹤0.01%
12,117
– –
SOXL icon
2705
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$16B
$371K ﹤0.01%
13,598
+4,480
+49% +$143K
PATK icon
2706
Patrick Industries
PATK
$2.91B
$371K ﹤0.01%
4,470
+169
+4% +$15.1K
GOOGL icon
2707
PUT
Alphabet (Google) Class A
GOOGL
$4.08T
$371K ﹤0.01%
129,900
+2,800
+2% +$490K
FETH
2708
Fidelity Ethereum Fund
FETH
$1.04B
$370K ﹤0.01%
+11,076
New +$341K
CLW icon
2709
Clearwater Paper
CLW
$282M
$369K ﹤0.01%
12,407
+7
+0.1% +$190
VOYA icon
2710
Voya Financial
VOYA
$9.07B
$369K ﹤0.01%
5,355
+698
+15% +$54.5K
IMTM icon
2711
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.04B
$368K ﹤0.01%
9,831
+378
+4% +$14.8K
JHG
2712
DELISTED
Janus Henderson
JHG
$367K ﹤0.01%
8,640
-7,196
-45% -$305K
IXG icon
2713
iShares Global Financials ETF
IXG
$679M
$367K ﹤0.01%
3,823
+159
+4% +$15.5K
AG icon
2714
First Majestic Silver
AG
$7.75B
$367K ﹤0.01%
66,877
-65,000
-49% -$420K
QWLD
2715
State Street SPDR MSCI World StrategicFactors ETF
QWLD
$174M
$367K ﹤0.01%
2,960
+1
+0% +$128
APPF icon
2716
AppFolio
APPF
$6.31B
$366K ﹤0.01%
1,485
+559
+60% +$131K
NML
2717
Neuberger Energy Infrastructure and Income Fund Inc
NML
$569M
$366K ﹤0.01%
41,494
-7,671
-16% -$66.7K
VRNS icon
2718
Varonis Systems
VRNS
$5.13B
$365K ﹤0.01%
+8,221
New +$428K
LPG icon
2719
Dorian LPG
LPG
$1.9B
$365K ﹤0.01%
14,984
+1,827
+14% +$51.1K
PENN icon
2720
PENN Entertainment
PENN
$2.82B
$364K ﹤0.01%
18,374
-4,918
-21% -$96.7K
NBTB icon
2721
NBT Bancorp
NBTB
$2.79B
$364K ﹤0.01%
7,613
+2,382
+46% +$113K
PRCT icon
2722
Procept Biorobotics
PRCT
$1.03B
$363K ﹤0.01%
4,512
+1,026
+29% +$87.7K
MBND icon
2723
State Street Nuveen Municipal Bond ETF
MBND
$26.9M
$363K ﹤0.01%
13,179
– –
EPC icon
2724
Edgewell Personal Care
EPC
$1.3B
$362K ﹤0.01%
10,764
-575
-5% -$20.3K
ONB icon
2725
Old National Bancorp
ONB
$10.3B
$362K ﹤0.01%
16,659
+2,472
+17% +$51.4K
107 108
109
110 111

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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.