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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
HTD
3001
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$918M
$253K ﹤0.01%
11,495
+68
+0.6% +$1.56K
WSFS icon
3002
WSFS Financial
WSFS
$4.14B
$253K ﹤0.01%
4,762
+290
+6% +$15.8K
AGYS icon
3003
Agilysys
AGYS
$2.91B
$253K ﹤0.01%
+1,919
New +$235K
RZV icon
3004
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$293M
$253K ﹤0.01%
2,269
+7
+0.3% +$786
VRTS icon
3005
Virtus Investment Partners
VRTS
$1.12B
$252K ﹤0.01%
1,141
-16
-1% -$3.64K
HTLF
3006
DELISTED
Heartland Financial USA, Inc.
HTLF
$251K ﹤0.01%
4,090
+99
+2% +$6.2K
SCM icon
3007
Stellus Capital Investment Corp
SCM
$204M
$251K ﹤0.01%
+18,208
New +$252K
PUMP icon
3008
ProPetro Holding
PUMP
$1.32B
$250K ﹤0.01%
26,805
+840
+3% +$6.91K
FFA
3009
First Trust Enhanced Equity Income Fund
FFA
$449M
$250K ﹤0.01%
12,069
-480
-4% -$9.87K
NUDV icon
3010
Nuveen ESG Dividend ETF
NUDV
$50.5M
$250K ﹤0.01%
9,049
+301
+3% +$8.91K
DAUG icon
3011
FT Vest US Equity Deep Buffer ETF August
DAUG
$368M
$249K ﹤0.01%
6,287
-5,021
-44% -$199K
AMED
3012
DELISTED
Amedisys
AMED
$249K ﹤0.01%
2,742
-731
-21% -$67.1K
BKE icon
3013
Buckle
BKE
$2.25B
$248K ﹤0.01%
4,888
-99
-2% -$4.68K
ESG icon
3014
FlexShares STOXX US ESG Select Index Fund
ESG
$131M
$248K ﹤0.01%
1,800
– –
IXP icon
3015
iShares Global Comm Services ETF
IXP
$522M
$248K ﹤0.01%
2,564
-255
-9% -$24.6K
CIG icon
3016
CEMIG Preferred Shares
CIG
$6.18B
$248K ﹤0.01%
139,917
-4,007
-3% -$7.78K
CPSL
3017
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$121M
$247K ﹤0.01%
9,675
+1,500
+18% +$38.2K
NUEM icon
3018
Nuveen ESG Emerging Markets Equity ETF
NUEM
$369M
$247K ﹤0.01%
8,521
-647
-7% -$19.7K
EFAX icon
3019
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$495M
$247K ﹤0.01%
6,205
– –
NXJ
3020
DELISTED
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$247K ﹤0.01%
20,287
+258
+1% +$3.22K
ACHR icon
3021
Archer Aviation
ACHR
$3.78B
$247K ﹤0.01%
25,320
+4,925
+24% +$27.4K
NCZ
3022
Virtus Convertible & Income Fund II
NCZ
$289M
$247K ﹤0.01%
19,691
-2,018
-9% -$25.6K
HSII
3023
DELISTED
Heidrick & Struggles
HSII
$246K ﹤0.01%
5,563
+65
+1% +$2.78K
KDEC
3024
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
$72.3M
$245K ﹤0.01%
+10,226
New +$250K
COPX icon
3025
Global X Copper Miners ETF NEW
COPX
$7.2B
$245K ﹤0.01%
6,422
-330
-5% -$14.3K
119 120
121
122 123

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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.