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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 | |
|---|---|---|---|---|---|---|
|
PFO
3226
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$118M
| $173K | ﹤0.01% |
19,176
-1,877
| -9% | -$17.3K |
|
|
UDMY
3227
DELISTED
Udemy
UDMY
| $172K | ﹤0.01% |
20,910
-2,209
| -10% | -$17.8K |
|
3228
XPeng
XPEV
$12.2B
| $171K | ﹤0.01% |
14,507
+3,102
| +27% | +$38.4K |
|
|
SAND
3229
DELISTED
Sandstorm Gold
SAND
| $171K | ﹤0.01% |
30,713
+650
| +2% | +$3.77K |
|
|
CDMO
3230
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $171K | ﹤0.01% |
13,861
+2,620
| +23% | +$30K |
|
3231
ADT
ADT
$5.24B
| $171K | ﹤0.01% |
24,727
-3,172
| -11% | -$23.1K |
|
|
EMF
3232
Templeton Emerging Markets Fund
EMF
$312M
| $171K | ﹤0.01% |
14,294
+376
| +3% | +$4.85K |
|
|
EVV
3233
Eaton Vance Limited Duration Income Fund
EVV
$1.05B
| $170K | ﹤0.01% |
17,358
-5,743
| -25% | -$58.7K |
|
3234
Nuveen California Municipal Value Fund
NCA
$297M
| $169K | ﹤0.01% |
20,000
+2,500
| +14% | +$22.1K |
|
3235
Atea Pharmaceuticals
AVIR
$386M
| $168K | ﹤0.01% |
+50,087
| New | +$166K |
|
|
FLG
3236
Flagstar Bank National Association
FLG
$5.74B
| $167K | ﹤0.01% |
17,921
-868
| -5% | -$9.47K |
|
3237
KORU Medical Systems
KRMD
$187M
| $167K | ﹤0.01% |
43,400
+5,000
| +13% | +$16.2K |
|
3238
Mission Produce
AVO
$1.12B
| $166K | ﹤0.01% |
+11,564
| New | +$149K |
|
3239
Tejon Ranch
TRC
$476M
| $166K | ﹤0.01% |
10,420
+175
| +2% | +$2.83K |
|
3240
Gray Television
GTN
$409M
| $165K | ﹤0.01% |
52,250
-17,781
| -25% | -$83K |
|
3241
BlackRock Credit Allocation Income Trust
BTZ
$931M
| $163K | ﹤0.01% |
15,594
+1,514
| +11% | +$16.5K |
|
3242
Standard BioTools
LAB
$303M
| $162K | ﹤0.01% |
92,791
+10,690
| +13% | +$19.9K |
|
3243
Denison Mines
DNN
$2.64B
| $162K | ﹤0.01% |
90,130
+2,230
| +3% | +$4.69K |
|
|
MUI
3244
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
| $161K | ﹤0.01% |
13,273
-298,168
| -96% | -$3.73M |
|
|
MCW
3245
DELISTED
Mister Car Wash
MCW
| $161K | ﹤0.01% |
22,031
-1,690
| -7% | -$12.3K |
|
3246
Research Solutions
RSSS
$73.6M
| $159K | ﹤0.01% |
38,284
| – | – |
|
3247
Teladoc Health
TDOC
$1.61B
| $158K | ﹤0.01% |
17,357
+105
| +0.6% | +$1.01K |
|
3248
Sibanye-Stillwater
SBSW
$6.05B
| $157K | ﹤0.01% |
47,582
-1,050
| -2% | -$4.42K |
|
3249
Immuneering
IMRX
$282M
| $157K | ﹤0.01% |
71,360
+18,000
| +34% | +$37.3K |
|
3250
InfuSystem Holdings
INFU
$189M
| $156K | ﹤0.01% |
18,500
| – | – |
|
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.