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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 | |
|---|---|---|---|---|---|---|
2751
America Movil
AMX
$77.2B
| $349K | ﹤0.01% |
24,411
-1,964
| -7% | -$30.4K |
|
|
ITCI
2752
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $349K | ﹤0.01% |
4,179
+350
| +9% | +$28.8K |
|
2753
PagSeguro Digital
PAGS
$2.69B
| $348K | ﹤0.01% |
+55,643
| New | +$428K |
|
|
AMTM
2754
Amentum Holdings
AMTM
$5.73B
| $348K | ﹤0.01% |
16,553
-29,350
| -64% | -$759K |
|
2755
Pathward Financial
CASH
$1.87B
| $348K | ﹤0.01% |
4,731
-1,301
| -22% | -$99.1K |
|
2756
Amplify Lithium & Battery Technology ETF
BATT
$112M
| $348K | ﹤0.01% |
39,519
+4,711
| +14% | +$44.1K |
|
|
OKLO
2757
Oklo
OKLO
$6.89B
| $348K | ﹤0.01% |
+16,380
| New | +$317K |
|
2758
ASE Group
ASX
$74.4B
| $347K | ﹤0.01% |
34,445
+4,377
| +15% | +$43.6K |
|
2759
First Industrial Realty Trust
FR
$8.77B
| $347K | ﹤0.01% |
6,918
+939
| +16% | +$49.8K |
|
2760
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
| $345K | ﹤0.01% |
+25,437
| New | +$354K |
|
2761
PUT
NVIDIA
NVDA
$4.77T
| $345K | ﹤0.01% |
81,300
-27,000
| -25% | -$3.72M |
|
2762
Precision Optics
POCI
$48.6M
| $345K | ﹤0.01% |
71,565
| – | – |
|
2763
Sturm, Ruger & Co
RGR
$611M
| $344K | ﹤0.01% |
9,727
-435
| -4% | -$16.9K |
|
2764
Tandem Diabetes Care
TNDM
$1.22B
| $343K | ﹤0.01% |
+9,533
| New | +$322K |
|
2765
Sun Communities
SUI
$15.3B
| $343K | ﹤0.01% |
2,787
-86
| -3% | -$11K |
|
2766
BancFirst
BANF
$3.89B
| $342K | ﹤0.01% |
2,921
+1
| +0% | +$117 |
|
2767
Perrigo
PRGO
$1.43B
| $342K | ﹤0.01% |
13,307
+1,043
| +9% | +$27.4K |
|
|
OMIC
2768
DELISTED
Singular Genomics Systems, Inc. Common Stock
OMIC
| $342K | ﹤0.01% |
17,607
| – | – |
|
2769
Nuveen ESG Large-Cap ETF
NULC
$69.8M
| $342K | ﹤0.01% |
7,528
| – | – |
|
2770
CoreCivic
CXW
$3.03B
| $341K | ﹤0.01% |
15,708
+159
| +1% | +$2.91K |
|
|
LADR
2771
Ladder Capital
LADR
$1.26B
| $341K | ﹤0.01% |
30,469
+9,875
| +48% | +$113K |
|
2772
Knowles
KN
$3.07B
| $340K | ﹤0.01% |
17,063
-2,102
| -11% | -$39.1K |
|
2773
Gates Industrial Corporation Ltd.
GTES
$6.69B
| $340K | ﹤0.01% |
16,531
+6,195
| +60% | +$125K |
|
2774
Harrow
HROW
$1.47B
| $340K | ﹤0.01% |
10,127
+1,227
| +14% | +$54.3K |
|
2775
CTS Corp
CTS
$1.85B
| $340K | ﹤0.01% |
6,441
-80
| -1% | -$4.19K |
|
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.