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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 | |
|---|---|---|---|---|---|---|
276
CSX Corp
CSX
$98.6B
| $52.6M | 0.07% |
1,628,542
+809,238
| +99% | +$27.8M |
|
277
Bristol-Myers Squibb
BMY
$127B
| $52.3M | 0.07% |
923,866
-105,099
| -10% | -$5.87M |
|
278
First Trust Preferred Securities and Income ETF
FPE
$6.3B
| $51.4M | 0.07% |
2,905,210
+154,909
| +6% | +$2.78M |
|
279
Valmont Industries
VMI
$9.44B
| $50.9M | 0.07% |
165,911
-1,125
| -0.7% | -$362K |
|
280
Lam Research
LRCX
$382B
| $50.6M | 0.07% |
+699,982
| New | +$53.1M |
|
281
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
| $50.5M | 0.07% |
554,974
+23,797
| +4% | +$2.24M |
|
282
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.74B
| $50.5M | 0.07% |
1,805,964
+45,663
| +3% | +$1.33M |
|
283
Constellation Brands
STZ
$22.2B
| $50.4M | 0.07% |
228,141
-9,547
| -4% | -$2.27M |
|
284
JPMorgan Municipal ETF
JMUB
$8.19B
| $50.1M | 0.07% |
999,722
+595,710
| +147% | +$30.2M |
|
285
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
| $50M | 0.07% |
547,055
+137,041
| +33% | +$12.6M |
|
286
Ulta Beauty
ULTA
$20.4B
| $49.9M | 0.07% |
114,708
-1,726
| -1% | -$669K |
|
287
Grayscale Bitcoin Trust
GBTC
$9.64B
| $49.5M | 0.07% |
669,060
-21,452
| -3% | -$1.41M |
|
288
abrdn Physical Gold Shares ETF
SGOL
$6.92B
| $49.4M | 0.07% |
1,973,465
-35,758
| -2% | -$909K |
|
289
TBG Dividend Focus ETF
TBG
$254M
| $49.3M | 0.07% |
1,542,737
+46,959
| +3% | +$1.53M |
|
290
ETC 6 Meridian Quality Growth ETF
SXQG
$60.5M
| $49.1M | 0.07% |
1,555,539
+62,716
| +4% | +$2M |
|
291
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
| $48.8M | 0.07% |
390,496
+26,984
| +7% | +$3.44M |
|
292
Booking.com
BKNG
$138B
| $48.7M | 0.07% |
244,825
+8,850
| +4% | +$1.7M |
|
293
SPDR Gold MiniShares Trust
GLDM
$27.5B
| $48.2M | 0.07% |
927,764
-6,313
| -0.7% | -$333K |
|
294
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.22B
| $47.8M | 0.07% |
353,361
+23,640
| +7% | +$3.34M |
|
295
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
| $47.5M | 0.07% |
951,487
+26,166
| +3% | +$1.29M |
|
296
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
| $47.5M | 0.07% |
360,701
+8,345
| +2% | +$1.15M |
|
297
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
| $47.1M | 0.06% |
775,612
-35,040
| -4% | -$2.23M |
|
298
iShares MSCI Emerging Markets ETF
EEM
$28B
| $47.1M | 0.06% |
1,125,460
+81,016
| +8% | +$3.59M |
|
299
AstraZeneca
AZN
$263B
| $46.6M | 0.06% |
355,313
-8,020
| -2% | -$1.12M |
|
300
iShares Russell Mid-Cap ETF
IWR
$56.8B
| $46.5M | 0.06% |
525,993
+23,741
| +5% | +$2.15M |
|
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.