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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
+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
Cap. Flow
+$6.15B
Cap. Flow %
8.41%
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.14B
2
SN icon
SharkNinja
SN
+$220M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

Rank Stock Value
1
TTGT icon
TechTarget
TTGT
+$32.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
3
LYB icon
LyondellBasell Industries
LYB
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
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
ZIM icon
2976
ZIM Integrated Shipping Services
ZIM
$2.93B
$263K ﹤0.01%
12,246
+2,080
+20% +$45.7K
LOVE icon
2977
LoveSac
LOVE
$255M
$262K ﹤0.01%
11,093
+93
+0.8% +$2.79K
EOT
2978
Eaton Vance National Municipal Opportunities Trust
EOT
$269M
$262K ﹤0.01%
15,940
-50,000
-76% -$870K
PPTY
2979
US Diversified Real Estate ETF
PPTY
$26.4M
$262K ﹤0.01%
8,157
-277
-3% -$9.29K
AAP icon
2980
Advance Auto Parts
AAP
$3.57B
$262K ﹤0.01%
+5,545
New +$226K
HAE icon
2981
Haemonetics
HAE
$3.73B
$262K ﹤0.01%
3,353
+244
+8% +$19.6K
IRM icon
2982
PUT
Iron Mountain
IRM
$37B
$262K ﹤0.01%
+23,800
New +$2.8M
CION icon
2983
CION Investment
CION
$301M
$262K ﹤0.01%
22,956
+3,236
+16% +$37.8K
RHP icon
2984
Ryman Hospitality Properties
RHP
$8.47B
$262K ﹤0.01%
+2,507
New +$279K
SBCF icon
2985
Seacoast Banking Corp of Florida
SBCF
$3.26B
$261K ﹤0.01%
9,486
+741
+8% +$20.9K
STRA icon
2986
Strategic Education
STRA
$1.82B
$259K ﹤0.01%
2,777
+329
+13% +$30.7K
GT icon
2987
Goodyear
GT
$2.1B
$259K ﹤0.01%
28,798
+199
+0.7% +$1.82K
OEFA
2988
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$35.6M
$258K ﹤0.01%
9,387
– –
TSI
2989
TCW Strategic Income Fund
TSI
$212M
$257K ﹤0.01%
53,448
-4,169
-7% -$20.9K
LCTD icon
2990
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$281M
$257K ﹤0.01%
+5,907
New +$271K
BTX
2991
BlackRock Technology and Private Equity Term Trust
BTX
$901M
$257K ﹤0.01%
34,522
+1,255
+4% +$9.65K
BOOT icon
2992
Boot Barn
BOOT
$4.83B
$257K ﹤0.01%
1,691
-500
-23% -$73.9K
MCRI icon
2993
Monarch Casino & Resort
MCRI
$2.22B
$257K ﹤0.01%
3,252
+102
+3% +$8.23K
WWW icon
2994
Wolverine World Wide
WWW
$1.64B
$256K ﹤0.01%
11,526
+574
+5% +$11.5K
DFVX icon
2995
Dimensional US Large Cap Vector ETF
DFVX
$522M
$256K ﹤0.01%
3,917
-129
-3% -$8.61K
UHAL.B icon
2996
U-Haul Holding Co Series N
UHAL.B
$12.7B
$256K ﹤0.01%
3,993
-170
-4% -$11.2K
EJUL icon
2997
Innovator Emerging Markets Power Buffer ETF July
EJUL
$173M
$256K ﹤0.01%
10,367
-430
-4% -$10.8K
SHE icon
2998
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$322M
$255K ﹤0.01%
2,200
+3
+0.1% +$352
ERC
2999
Allspring Multi-Sector Income Fund
ERC
$254M
$254K ﹤0.01%
+27,663
New +$253K
RXI icon
3000
iShares Global Consumer Discretionary ETF
RXI
$252M
$254K ﹤0.01%
1,377
+52
+4% +$9.38K
118 119
120
121 122

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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.