We are live on ! Find out more
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
DXC icon
2726
DXC Technology
DXC
$1.76B
$361K ﹤0.01%
18,069
+1,370
+8% +$28.9K
YPF icon
2727
YPF
YPF
$19.5B
$361K ﹤0.01%
+8,481
New +$278K
ADUS icon
2728
Addus HomeCare
ADUS
$2.23B
$361K ﹤0.01%
2,876
-32
-1% -$4.04K
ENS icon
2729
EnerSys
ENS
$6.69B
$360K ﹤0.01%
3,900
-113
-3% -$11K
FCPI icon
2730
Fidelity Stocks for Inflation ETF
FCPI
$271M
$359K ﹤0.01%
8,273
– –
BLFY
2731
DELISTED
Blue Foundry Bancorp
BLFY
$357K ﹤0.01%
36,425
– –
RSPU icon
2732
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$549M
$356K ﹤0.01%
5,411
-276
-5% -$18.8K
NAT icon
2733
Nordic American Tanker
NAT
$1.35B
$356K ﹤0.01%
142,260
+513
+0.4% +$1.58K
WU icon
2734
Western Union
WU
$2.58B
$356K ﹤0.01%
33,538
-319
-0.9% -$3.54K
FTXR icon
2735
First Trust Nasdaq Transportation ETF
FTXR
$1.09B
$355K ﹤0.01%
10,334
– –
ROUS icon
2736
Hartford Multifactor US Equity ETF
ROUS
$695M
$354K ﹤0.01%
6,952
+841
+14% +$44.1K
CRWD icon
2737
CALL
CrowdStrike
CRWD
$185B
$354K ﹤0.01%
410,400
+403,600
+5,935% +$33.6M
DCOM icon
2738
Dime Commercial Bancshares
DCOM
$1.8B
$353K ﹤0.01%
11,498
+1,269
+12% +$40.9K
MGY icon
2739
Magnolia Oil & Gas
MGY
$5.55B
$353K ﹤0.01%
15,106
+906
+6% +$23.5K
ENLC
2740
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
$353K ﹤0.01%
24,954
+1,437
+6% +$21.4K
DFSI
2741
Dimensional International Sustainability Core 1 ETF
DFSI
$1.13B
$353K ﹤0.01%
10,749
-1,048
-9% -$35.7K
BKLC icon
2742
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.44B
$353K ﹤0.01%
9,450
– –
FLIN icon
2743
Franklin FTSE India ETF
FLIN
$2.75B
$351K ﹤0.01%
9,274
+1,450
+19% +$57.3K
VBND icon
2744
Vident US Bond Strategy ETF
VBND
$526M
$351K ﹤0.01%
8,165
-544
-6% -$23.8K
HTRB icon
2745
Hartford Total Return Bond ETF
HTRB
$2.23B
$351K ﹤0.01%
10,516
-1,105
-10% -$37.5K
CPSD
2746
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$45.5M
$350K ﹤0.01%
+14,486
New +$351K
SERA icon
2747
Sera Prognostics
SERA
$79.5M
$350K ﹤0.01%
43,013
+779
+2% +$5.72K
ETHA
2748
iShares Ethereum Trust ETF
ETHA
$5.59B
$350K ﹤0.01%
+13,833
New +$322K
FRTY icon
2749
Alger Mid Cap 40 ETF
FRTY
$140M
$350K ﹤0.01%
18,700
-99
-0.5% -$1.85K
ISCV icon
2750
iShares Morningstar Small-Cap Value ETF
ISCV
$701M
$350K ﹤0.01%
5,513
+3
+0.1% +$196
108 109
110
111 112

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.