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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
+5.89%
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
$45.8B
AUM Growth
+$2.09B
Cap. Flow
+$1.09B
Cap. Flow %
2.38%
Top 10 Hldgs %
18.72%
Holding
3,773
New
448
Increased
1,385
Reduced
1,326
Closed
374

Top Buys

Rank Stock Value
1
OXY icon
Occidental Petroleum
OXY
+$60.2M
2
TFC icon
Truist Financial
TFC
+$42.6M
3
VZ icon
Verizon
VZ
+$41.9M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$39.2M
5
SIXH icon
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
+$37.4M

Top Sells

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$41.5M
2
INTC icon
Intel
INTC
+$36.7M
3
V icon
Visa
V
+$34.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$33.1M
5
ARCC icon
Ares Capital
ARCC
+$30.9M

Sector Composition

Rank Sector Weight
1 Technology 13.3%
2 Financials 10.24%
3 Healthcare 7.81%
4 Consumer Discretionary 6%
5 Consumer Staples 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNC icon
3176
PUT
Lincoln National
LNC
$7.92B
$11K ﹤0.01%
+20,000
New +$595K
SGLY icon
3177
Singularity Future Technology
SGLY
$3.46M
$11K ﹤0.01%
114
– –
USB icon
3178
CALL
US Bancorp
USB
$99.2B
$11K ﹤0.01%
+40,000
New +$1.78M
ROI
3179
DELISTED
RiskOn International, Inc. Common Stock
ROI
$11K ﹤0.01%
3,155
-233
-7% -$1.73K
GOOG icon
3180
PUT
Alphabet (Google) Class C
GOOG
$4.01T
$10.7K ﹤0.01%
15,600
+15,540
+25,900% +$1.5M
OXY icon
3181
PUT
Occidental Petroleum
OXY
$55.5B
$10.4K ﹤0.01%
4,000
+3,950
+7,900% +$245K
MMM icon
3182
PUT
3M
MMM
$91B
$9.8K ﹤0.01%
2,392
+2,380
+19,833% +$224K
PLTR icon
3183
CALL
Palantir
PLTR
$310B
$9.59K ﹤0.01%
+5,200
New +$40.7K
OCGN icon
3184
Ocugen
OCGN
$430M
$9K ﹤0.01%
+10,300
New +$11.2K
CS
3185
DELISTED
Credit Suisse Group
CS
$9K ﹤0.01%
+10,881
New +$30.4K
ING icon
3186
CALL
ING
ING
$95B
$8.9K ﹤0.01%
+1,000
New +$13.2K
AMN icon
3187
PUT
AMN Healthcare
AMN
$1.32B
$8.5K ﹤0.01%
500
+495
+9,900% +$46.6K
GSAT icon
3188
CALL
Globalstar
GSAT
$10.2B
$8.21K ﹤0.01%
+1,387
New +$25.6K
HYG icon
3189
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$8.11K ﹤0.01%
+20,000
New +$1.5M
RIGL icon
3190
CALL
Rigel Pharmaceuticals
RIGL
$704M
$8.1K ﹤0.01%
+1,800
New +$28.6K
HYMC icon
3191
Hycroft Mining Holding Corp
HYMC
$1.83B
$8K ﹤0.01%
1,778
– –
IMBI
3192
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$8K ﹤0.01%
15,920
– –
CMG icon
3193
PUT
Chipotle Mexican Grill
CMG
$42.3B
$7.9K ﹤0.01%
100,000
+39,350
+65% +$1.24M
TEVA icon
3194
CALL
Teva Pharmaceuticals
TEVA
$36.1B
$7.84K ﹤0.01%
+18,000
New +$178K
BAC icon
3195
PUT
Bank of America
BAC
$437B
$7.65K ﹤0.01%
3,000
+2,705
+917% +$89.3K
SB icon
3196
CALL
Safe Bulkers
SB
$764M
$7.28K ﹤0.01%
+19,500
New +$65.5K
UVXY icon
3197
CALL
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$243M
$7.14K ﹤0.01%
+56
New +$75K
BNY
3198
PUT
Bank of New York Mellon
BNY
$107B
$7.05K ﹤0.01%
5,000
+4,970
+16,567% +$241K
EQT icon
3199
CALL
EQT Corp
EQT
$32.8B
$7K ﹤0.01%
+10,000
New +$321K
INSG icon
3200
Inseego
INSG
$111M
$7K ﹤0.01%
1,077
-13
-1% -$115
126 127
128
129 130

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HighTower Advisors's Q1 2023 Portfolio in Review

As of Q1 2023, HighTower Advisors held 3,773 positions worth $45.8B, up 4.8% from $43.7B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q1 2023 filing shows 448 new, 1,385 increased, 1,326 reduced and 374 closed positions. Its largest new stake was iShares iBonds Dec 2023 Term Corporate ETF: 1,562,374 shares worth $39.4M. The largest sale was Canadian Pacific Kansas City, an estimated $41.5M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Financials and Healthcare.

  • HighTower Advisors's largest Q1 2023 buy was iShares iBonds Dec 2023 Term Corporate ETF: 1,562,374 shares worth $39.4M.
  • HighTower Advisors added most to Occidental Petroleum in Q1 2023, an estimated $60.2M increase.
  • HighTower Advisors's biggest Q1 2023 reduction was Intel, cutting an estimated $36.7M.
  • HighTower Advisors fully exited Canadian Pacific Kansas City in Q1 2023, selling an estimated $41.5M.
  • HighTower Advisors's ten largest holdings make up 19% of its $45.8B portfolio in Q1 2023.
  • HighTower Advisors opened 448 new positions and closed 374 in Q1 2023.
  • HighTower Advisors's portfolio value rose 4.8% quarter-over-quarter to $45.8B.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.