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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
MMM icon
251
3M
MMM
$89B
$60.7M 0.08%
470,436
+51,941
+12% +$6.81M
NKE icon
252
Nike
NKE
$61.9B
$60.5M 0.08%
800,000
-26,290
-3% -$2.07M
PH icon
253
Parker-Hannifin
PH
$125B
$60.5M 0.08%
95,083
-1,277
-1% -$846K
FCX icon
254
Freeport-McMoran
FCX
$90B
$59.5M 0.08%
1,563,204
+519,693
+50% +$23.2M
PKG icon
255
Packaging Corp of America
PKG
$22.7B
$59.3M 0.08%
263,219
+40,668
+18% +$9.41M
FRPH icon
256
FRP Holdings
FRPH
$449M
$59.1M 0.08%
+1,928,416
New +$59M
MSCI icon
257
MSCI
MSCI
$40B
$59M 0.08%
98,315
-4,823
-5% -$2.89M
T icon
258
AT&T
T
$165B
$59M 0.08%
2,590,273
+112,986
+5% +$2.54M
MGV icon
259
Vanguard Mega Cap Value ETF
MGV
$13.2B
$58.7M 0.08%
470,111
+6,408
+1% +$827K
DFCF icon
260
Dimensional Core Fixed Income ETF
DFCF
$10.7B
$58.6M 0.08%
1,420,548
+62,343
+5% +$2.62M
ACWI icon
261
iShares MSCI ACWI ETF
ACWI
$32.6B
$58.6M 0.08%
498,868
+46,031
+10% +$5.52M
IYW icon
262
iShares US Technology ETF
IYW
$23.7B
$58.4M 0.08%
366,122
+5,687
+2% +$900K
SCHV
263
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$57.8M 0.08%
2,217,242
+6,164
+0.3% +$166K
ANET icon
264
Arista Networks
ANET
$219B
$57.3M 0.08%
518,008
+10,908
+2% +$1.12M
BABA icon
265
Alibaba
BABA
$269B
$57.2M 0.08%
674,362
-120,604
-15% -$11.4M
PPA icon
266
Invesco Aerospace & Defense ETF
PPA
$8.27B
$56.9M 0.08%
496,264
+27,992
+6% +$3.3M
WM icon
267
Waste Management
WM
$95.9B
$56.2M 0.08%
278,365
+9,664
+4% +$2.08M
VT icon
268
Vanguard Total World Stock ETF
VT
$76.3B
$55.4M 0.08%
471,973
-28,334
-6% -$3.4M
LYB icon
269
LyondellBasell Industries
LYB
$19.5B
$55M 0.08%
739,876
-298,811
-29% -$25.1M
DIHP icon
270
Dimensional International High Profitability ETF
DIHP
$6.18B
$54.8M 0.07%
2,171,536
+159,039
+8% +$4.18M
SPTS icon
271
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
$54.4M 0.07%
1,875,746
+47,602
+3% +$1.38M
DFAR icon
272
Dimensional US Real Estate ETF
DFAR
$1.82B
$54.4M 0.07%
2,338,083
+142,187
+6% +$3.52M
HYMB icon
273
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.07B
$54.1M 0.07%
2,113,470
+558,290
+36% +$14.5M
CHD icon
274
Church & Dwight Co
CHD
$23.1B
$53.2M 0.07%
508,293
-14,443
-3% -$1.52M
UCON icon
275
First Trust Smith Unconstrained Bond ETF
UCON
$3.26B
$52.8M 0.07%
2,141,838
+81,319
+4% +$2.02M
9 10
11
12 13

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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.