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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 | |
|---|---|---|---|---|---|---|
|
MTA
2776
Metalla Royalty & Streaming
MTA
$688M
| $339K | ﹤0.01% |
135,224
+115,116
| +572% | +$365K |
|
|
THS
2777
DELISTED
Treehouse Foods
THS
| $339K | ﹤0.01% |
9,659
-1,715
| -15% | -$62.5K |
|
|
HYBX
2778
TCW High Yield Bond ETF
HYBX
$31.4M
| $339K | ﹤0.01% |
+11,146
| New | +$341K |
|
2779
Invesco Solar ETF
TAN
$1.41B
| $339K | ﹤0.01% |
10,231
-2,015
| -16% | -$74.3K |
|
2780
e.l.f. Beauty
ELF
$4.96B
| $339K | ﹤0.01% |
2,698
+346
| +15% | +$41.5K |
|
2781
Schneider National
SNDR
$6.34B
| $338K | ﹤0.01% |
11,543
-368
| -3% | -$10.9K |
|
2782
Global X Cloud Computing ETF
CLOU
$231M
| $337K | ﹤0.01% |
14,079
+1,497
| +12% | +$34.2K |
|
|
MRUS
2783
DELISTED
Merus
MRUS
| $337K | ﹤0.01% |
8,020
+789
| +11% | +$37.9K |
|
2784
Coca-Cola Femsa
KOF
$22.8B
| $337K | ﹤0.01% |
4,329
-515
| -11% | -$42.4K |
|
2785
Champions Oncology
CSBR
$76.8M
| $337K | ﹤0.01% |
39,308
| – | – |
|
|
RPC
2786
Ridgepost Capital
RPC
$971M
| $336K | ﹤0.01% |
+26,673
| New | +$326K |
|
2787
Roundhill Sports Betting & iGaming ETF
BETZ
$51.1M
| $336K | ﹤0.01% |
17,745
| – | – |
|
2788
Hancock Whitney
HWC
$6.19B
| $336K | ﹤0.01% |
6,141
+10
| +0.2% | +$553 |
|
2789
Palomar
PLMR
$3.79B
| $336K | ﹤0.01% |
3,179
-14,888
| -82% | -$1.51M |
|
2790
Host Hotels & Resorts
HST
$17.4B
| $336K | ﹤0.01% |
19,155
-457
| -2% | -$8.2K |
|
|
CHX
2791
DELISTED
ChampionX
CHX
| $335K | ﹤0.01% |
12,334
-1,287
| -9% | -$38.3K |
|
2792
ProShares Russell 2000 Dividend Growers ETF
SMDV
$709M
| $335K | ﹤0.01% |
4,952
+22
| +0.4% | +$1.56K |
|
|
BRW
2793
Saba Capital Income & Opportunities Fund
BRW
$336M
| $334K | ﹤0.01% |
43,877
-11,617
| -21% | -$88.3K |
|
2794
Invesco S&P International Developed Quality ETF
IDHQ
$920M
| $334K | ﹤0.01% |
11,791
+473
| +4% | +$14.2K |
|
|
CFLT
2795
DELISTED
Confluent
CFLT
| $334K | ﹤0.01% |
11,941
-477
| -4% | -$12.8K |
|
|
DFSU
2796
Dimensional US Sustainability Core 1 ETF
DFSU
$2.28B
| $333K | ﹤0.01% |
8,796
+1,903
| +28% | +$72.9K |
|
2797
Argan
AGX
$7.33B
| $333K | ﹤0.01% |
+2,427
| New | +$333K |
|
|
ETG
2798
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.75B
| $332K | ﹤0.01% |
18,195
-282
| -2% | -$5.37K |
|
2799
Prudential
PUK
$36.1B
| $331K | ﹤0.01% |
20,767
-19,955
| -49% | -$334K |
|
2800
Hilltop Holdings
HTH
$2.28B
| $331K | ﹤0.01% |
11,552
+171
| +2% | +$5.34K |
|
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.