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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
+7.52%
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
$70B
AUM Growth
+$5.31B
Cap. Flow
-$1.28B
Cap. Flow %
-1.83%
Top 10 Hldgs %
18.76%
Holding
4,050
New
386
Increased
1,661
Reduced
1,461
Closed
319

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$57.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$37.6M
3
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$35.9M
4
TFC icon
Truist Financial
TFC
+$34.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.9M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.08B
2
AAPL icon
Apple
AAPL
+$70.3M
3
BLK icon
Blackrock
BLK
+$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$41.1M

Sector Composition

Rank Sector Weight
1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMBP icon
3251
Ardagh Metal Packaging
AMBP
$2.89B
$122K ﹤0.01%
32,524
+16,786
+107% +$59.3K
WOLF icon
3252
Wolfspeed
WOLF
$1.24B
$122K ﹤0.01%
12,881
-674
-5% -$9.92K
NOW icon
3253
PUT
ServiceNow
NOW
$109B
$121K ﹤0.01%
50,500
+50,000
+10,000% +$8.22M
GERN icon
3254
Geron
GERN
$949M
$121K ﹤0.01%
27,074
-2,344
-8% -$10.7K
OXLC
3255
Oxford Lane Capital
OXLC
$824M
$121K ﹤0.01%
4,646
+2,005
+76% +$54.1K
SKIN icon
3256
SkinHealth Systems
SKIN
$96.9M
$121K ﹤0.01%
+84,800
New +$139K
BIDU icon
3257
CALL
Baidu
BIDU
$35.8B
$120K ﹤0.01%
+50,000
New +$4.42M
PLUG icon
3258
Plug Power
PLUG
$2.87B
$120K ﹤0.01%
54,819
+4,710
+9% +$10.6K
PSEC icon
3259
Prospect Capital
PSEC
$1.12B
$120K ﹤0.01%
22,615
-96,436
-81% -$512K
SLI
3260
Standard Lithium
SLI
$519M
$120K ﹤0.01%
75,232
-13,425
-15% -$17.3K
WTTR icon
3261
Select Water Solutions
WTTR
$2.34B
$120K ﹤0.01%
10,843
-1,286
-11% -$14.1K
SPY icon
3262
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$120K ﹤0.01%
20,400
-494,700
-96% -$274M
BAK icon
3263
Braskem
BAK
$972M
$119K ﹤0.01%
16,087
+1,200
+8% +$7.87K
GRAB icon
3264
Grab
GRAB
$13.7B
$119K ﹤0.01%
31,546
+14,759
+88% +$50.3K
GGN
3265
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$762M
$118K ﹤0.01%
27,707
-283
-1% -$1.17K
STEM icon
3266
Stem
STEM
$50M
$117K ﹤0.01%
17,018
-39
-0.2% -$614
ENVX icon
3267
CALL
Enovix
ENVX
$923M
$116K ﹤0.01%
32,000
+10,286
+47% +$107K
ABVX
3268
Abivax
ABVX
$11.2B
$115K ﹤0.01%
10,000
– –
GLQ
3269
Clough Global Equity Fund
GLQ
$153M
$115K ﹤0.01%
18,769
+1,015
+6% +$6.92K
TV icon
3270
Televisa
TV
$1.48B
$115K ﹤0.01%
44,821
– –
UPWK icon
3271
Upwork
UPWK
$1.14B
$115K ﹤0.01%
11,036
-65,811
-86% -$686K
CRGY icon
3272
Crescent Energy
CRGY
$3.46B
$114K ﹤0.01%
10,413
-230
-2% -$2.63K
REKR icon
3273
Rekor Systems
REKR
$86M
$113K ﹤0.01%
94,879
-3,400
-3% -$5K
VIV icon
3274
Telefônica Brasil
VIV
$22.5B
$113K ﹤0.01%
10,761
+258
+2% +$2.39K
UMC icon
3275
United Microelectronic
UMC
$47.9B
$112K ﹤0.01%
13,420
-3,455
-20% -$28.9K
129 130
131
132 133

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HighTower Advisors's Q3 2024 Portfolio in Review

As of Q3 2024, HighTower Advisors held 4,050 positions worth $70B, up 8.2% from $64.7B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q3 2024 filing shows 386 new, 1,661 increased, 1,461 reduced and 319 closed positions. Its largest new stake was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M. The largest sale was Microsoft, an estimated $2.08B.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

  • HighTower Advisors's largest Q3 2024 buy was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M.
  • HighTower Advisors added most to Morgan Stanley in Q3 2024, an estimated $57.4M increase.
  • HighTower Advisors's biggest Q3 2024 reduction was Apple, cutting an estimated $70.3M.
  • HighTower Advisors fully exited Microsoft in Q3 2024, selling an estimated $2.08B.
  • HighTower Advisors's ten largest holdings make up 19% of its $70B portfolio in Q3 2024.
  • HighTower Advisors opened 386 new positions and closed 319 in Q3 2024.
  • HighTower Advisors's portfolio value rose 8.2% quarter-over-quarter to $70B.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.