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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
+7.52%
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
$70B
AUM Growth
+$5.31B
Cap. Flow
-$1.28B
Cap. Flow %
-1.83%
Top 10 Hldgs %
18.76%
Holding
4,050
New
386
Increased
1,661
Reduced
1,461
Closed
319

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$57.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$37.6M
3
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$35.9M
4
TFC icon
Truist Financial
TFC
+$34.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.9M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.08B
2
AAPL icon
Apple
AAPL
+$70.3M
3
BLK icon
Blackrock
BLK
+$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$41.1M

Sector Composition

Rank Sector Weight
1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CFA icon
2851
VictoryShares US 500 Volatility Wtd ETF
CFA
$540M
$278K ﹤0.01%
+3,221
New +$265K
LEGN icon
2852
Legend Biotech
LEGN
$3.73B
$278K ﹤0.01%
5,754
-99
-2% -$5.27K
AY
2853
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
$278K ﹤0.01%
12,710
-4,800
-27% -$106K
AMKR icon
2854
Amkor Technology
AMKR
$15B
$277K ﹤0.01%
9,092
-23,726
-72% -$808K
FUTU icon
2855
Futu Holdings
FUTU
$14.6B
$277K ﹤0.01%
+2,901
New +$185K
GBCI icon
2856
Glacier Bancorp
GBCI
$6.38B
$277K ﹤0.01%
5,882
+507
+9% +$21.9K
BHVN icon
2857
Biohaven
BHVN
$2.18B
$276K ﹤0.01%
+5,535
New +$215K
PFFR icon
2858
InfraCap REIT Preferred ETF
PFFR
$118M
$276K ﹤0.01%
13,947
+13
+0.1% +$245
OMIC
2859
DELISTED
Singular Genomics Systems, Inc. Common Stock
OMIC
$276K ﹤0.01%
17,607
– –
AMZN icon
2860
CALL
Amazon
AMZN
$2.49T
$275K ﹤0.01%
20,100
-20,800
-51% -$3.8M
EJUL icon
2861
Innovator Emerging Markets Power Buffer ETF July
EJUL
$176M
$275K ﹤0.01%
10,797
+430
+4% +$10.6K
SDS icon
2862
ProShares UltraShort S&P500
SDS
$424M
$275K ﹤0.01%
2,667
-517
-16% -$58.2K
BFH icon
2863
Bread Financial
BFH
$4.29B
$274K ﹤0.01%
5,712
-1,212
-18% -$61.7K
DSEP icon
2864
FT Vest US Equity Deep Buffer ETF September
DSEP
$348M
$274K ﹤0.01%
6,855
– –
RDN icon
2865
Radian Group
RDN
$5.18B
$274K ﹤0.01%
7,924
-830
-9% -$28.7K
SHG icon
2866
Shinhan Financial Group
SHG
$33.6B
$274K ﹤0.01%
+6,532
New +$267K
EEMS icon
2867
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$355M
$273K ﹤0.01%
+4,302
New +$264K
GMAB icon
2868
Genmab
GMAB
$17.7B
$273K ﹤0.01%
+11,384
New +$304K
IGPT icon
2869
Invesco AI and Next Gen Software ETF
IGPT
$1.16B
$273K ﹤0.01%
6,011
+333
+6% +$14.9K
MBWM icon
2870
Mercantile Bank Corp
MBWM
$1.01B
$273K ﹤0.01%
6,275
+23
+0.4% +$1.02K
QNCX icon
2871
Quince Therapeutics
QNCX
$17.5M
$273K ﹤0.01%
1,708
– –
EFAX icon
2872
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$495M
$272K ﹤0.01%
6,205
+710
+13% +$29.9K
IEV icon
2873
iShares Europe ETF
IEV
$1.64B
$272K ﹤0.01%
4,642
-238
-5% -$13.4K
MUR icon
2874
Murphy Oil
MUR
$5.38B
$272K ﹤0.01%
8,040
+78
+1% +$2.95K
DBO icon
2875
Invesco DB Oil Fund
DBO
$387M
$271K ﹤0.01%
19,428
– –
113 114
115
116 117

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HighTower Advisors's Q3 2024 Portfolio in Review

As of Q3 2024, HighTower Advisors held 4,050 positions worth $70B, up 8.2% from $64.7B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q3 2024 filing shows 386 new, 1,661 increased, 1,461 reduced and 319 closed positions. Its largest new stake was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M. The largest sale was Microsoft, an estimated $2.08B.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

  • HighTower Advisors's largest Q3 2024 buy was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M.
  • HighTower Advisors added most to Morgan Stanley in Q3 2024, an estimated $57.4M increase.
  • HighTower Advisors's biggest Q3 2024 reduction was Apple, cutting an estimated $70.3M.
  • HighTower Advisors fully exited Microsoft in Q3 2024, selling an estimated $2.08B.
  • HighTower Advisors's ten largest holdings make up 19% of its $70B portfolio in Q3 2024.
  • HighTower Advisors opened 386 new positions and closed 319 in Q3 2024.
  • HighTower Advisors's portfolio value rose 8.2% quarter-over-quarter to $70B.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.