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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 | |
|---|---|---|---|---|---|---|
2926
Verra Mobility
VRRM
$647M
| $279K | ﹤0.01% |
11,522
-1,059
| -8% | -$26.2K |
|
2927
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.77B
| $278K | ﹤0.01% |
12,041
-1,755
| -13% | -$42.1K |
|
2928
N-able
NABL
$857M
| $278K | ﹤0.01% |
29,775
-869
| -3% | -$9.74K |
|
2929
WIX.com
WIX
$2.45B
| $278K | ﹤0.01% |
+1,294
| New | +$247K |
|
2930
Simplify Volatility Premium ETF
SVOL
$517M
| $277K | ﹤0.01% |
+13,321
| New | +$287K |
|
|
KLG
2931
DELISTED
WK Kellogg Co
KLG
| $276K | ﹤0.01% |
15,361
+397
| +3% | +$7.26K |
|
2932
FT Vest US Equity Deep Buffer ETF February
DFEB
$459M
| $276K | ﹤0.01% |
6,470
-296
| -4% | -$12.5K |
|
|
IIF
2933
Morgan Stanley India Investment Fund
IIF
$214M
| $276K | ﹤0.01% |
10,929
+2,699
| +33% | +$75.1K |
|
2934
Maximus
MMS
$3.32B
| $276K | ﹤0.01% |
3,699
+81
| +2% | +$6.61K |
|
2935
Dorman Products
DORM
$4.23B
| $275K | ﹤0.01% |
2,124
-11,726
| -85% | -$1.5M |
|
2936
Enovis
ENOV
$1.68B
| $275K | ﹤0.01% |
+6,260
| New | +$275K |
|
2937
Cellebrite
CLBT
$3.7B
| $274K | ﹤0.01% |
+12,456
| New | +$240K |
|
2938
Orchestra BioMed
OBIO
$232M
| $274K | ﹤0.01% |
68,500
+17,500
| +34% | +$94K |
|
2939
Steven Madden
SHOO
$3.24B
| $274K | ﹤0.01% |
6,439
+676
| +12% | +$30.5K |
|
|
PCH
2940
DELISTED
PotlatchDeltic
PCH
| $273K | ﹤0.01% |
6,968
-48
| -0.7% | -$2.03K |
|
|
VRN
2941
DELISTED
Veren
VRN
| $273K | ﹤0.01% |
53,148
-57,964
| -52% | -$318K |
|
2942
CALL
Alphabet (Google) Class A
GOOGL
$4.08T
| $273K | ﹤0.01% |
61,600
+39,700
| +181% | +$6.95M |
|
2943
Utz Brands
UTZ
$1.25B
| $273K | ﹤0.01% |
17,434
-2,803
| -14% | -$47.4K |
|
2944
MarketAxess Holdings
MKTX
$4.32B
| $272K | ﹤0.01% |
1,205
+85
| +8% | +$22.4K |
|
2945
American Well
AMWL
$184M
| $272K | ﹤0.01% |
37,467
| – | – |
|
|
SPPP
2946
Sprott Physical Platinum and Palladium Trust
SPPP
$568M
| $271K | ﹤0.01% |
+30,529
| New | +$299K |
|
2947
Innovator Emerging Markets Power Buffer ETF April
EAPR
$100M
| $271K | ﹤0.01% |
10,461
-1,290
| -11% | -$34.3K |
|
2948
ProShares Pet Care ETF
PAWZ
$34.5M
| $270K | ﹤0.01% |
4,965
| – | – |
|
2949
VanEck Short Muni ETF
SMB
$312M
| $270K | ﹤0.01% |
15,811
-1,690
| -10% | -$29K |
|
2950
Hamilton Lane
HLNE
$3.96B
| $270K | ﹤0.01% |
1,824
+103
| +6% | +$18.4K |
|
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.