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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 | |
|---|---|---|---|---|---|---|
3051
DoubleVerify
DV
$1.68B
| $238K | ﹤0.01% |
12,371
-2,322
| -16% | -$43.7K |
|
3052
Scorpio Tankers
STNG
$3.9B
| $237K | ﹤0.01% |
4,771
-7,270
| -60% | -$415K |
|
3053
Pacer Cash Cows Fund of Funds ETF
HERD
$98.3M
| $237K | ﹤0.01% |
6,253
-149,088
| -96% | -$5.88M |
|
3054
Power Integrations
POWI
$3.53B
| $237K | ﹤0.01% |
3,836
-754
| -16% | -$47.9K |
|
3055
Kornit Digital
KRNT
$713M
| $237K | ﹤0.01% |
+7,644
| New | +$219K |
|
3056
Fox Class A
FOXA
$23.8B
| $236K | ﹤0.01% |
+4,865
| New | +$219K |
|
3057
ProShares UltraShort S&P500
SDS
$424M
| $236K | ﹤0.01% |
2,403
-264
| -10% | -$26.1K |
|
3058
CorMedix
CRMD
$596M
| $236K | ﹤0.01% |
29,138
+9,566
| +49% | +$95.5K |
|
3059
Ceco Environmental
CECO
$4.31B
| $236K | ﹤0.01% |
7,799
-9,870
| -56% | -$281K |
|
3060
BlackRock Enhanced Captial and Income Fund
CII
$984M
| $236K | ﹤0.01% |
+11,718
| New | +$233K |
|
3061
Biodesix
BDSX
$230M
| $236K | ﹤0.01% |
7,697
+1,125
| +17% | +$33.1K |
|
|
EFIX
3062
DELISTED
First Trust TCW Emerging Markets Debt ETF
EFIX
| $235K | ﹤0.01% |
14,649
| – | – |
|
|
CCIF
3063
Carlyle Credit Income Fund
CCIF
$56M
| $235K | ﹤0.01% |
29,598
| – | – |
|
|
MFA
3064
MFA Financial
MFA
$927M
| $234K | ﹤0.01% |
23,009
-4,174
| -15% | -$47.9K |
|
|
CSGS
3065
DELISTED
CSG Systems International
CSGS
| $234K | ﹤0.01% |
4,586
-395
| -8% | -$20.3K |
|
3066
Rush Enterprises Class A
RUSHA
$5.98B
| $234K | ﹤0.01% |
+4,278
| New | +$244K |
|
|
AIRJ
3067
Montana Technologies Corp
AIRJ
$313M
| $234K | ﹤0.01% |
29,412
-29,412
| -50% | -$214K |
|
3068
Nutanix
NTNX
$15.4B
| $234K | ﹤0.01% |
+3,829
| New | +$250K |
|
3069
RPC Inc
RES
$1.21B
| $234K | ﹤0.01% |
39,376
-706
| -2% | -$4.38K |
|
3070
Alger AI Enablers & Adopters ETF
ALAI
$454M
| $233K | ﹤0.01% |
+8,900
| New | +$226K |
|
3071
GoodRx Holdings
GDRX
$1.03B
| $233K | ﹤0.01% |
50,133
-192
| -0.4% | -$1.05K |
|
3072
Atmus Filtration Technologies
ATMU
$4.43B
| $233K | ﹤0.01% |
5,943
-4,866
| -45% | -$197K |
|
|
GGN
3073
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$767M
| $233K | ﹤0.01% |
61,721
+34,014
| +123% | +$142K |
|
3074
PUT
iShares Russell 2000 ETF
IWM
$80.3B
| $233K | ﹤0.01% |
132,800
+97,400
| +275% | +$22.2M |
|
3075
Hooker Furnishings Corp
HOFT
$149M
| $231K | ﹤0.01% |
16,515
-2,489
| -13% | -$41.9K |
|
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.