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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
DE icon
3301
CALL
Deere & Co
DE
$170B
$805 ﹤0.01%
+100
New +$41.4K
INTC icon
3302
CALL
Intel
INTC
$466B
$803 ﹤0.01%
+100
New +$2.83K
ALB icon
3303
CALL
Albemarle
ALB
$13.5B
$763 ﹤0.01%
+200
New +$49.3K
EBAY icon
3304
CALL
eBay
EBAY
$48.6B
$741 ﹤0.01%
+300
New +$13.7K
TECK icon
3305
CALL
Teck Resources
TECK
$29.5B
$740 ﹤0.01%
+400
New +$15.9K
TSM icon
3306
CALL
TSMC
TSM
$2.09T
$588 ﹤0.01%
+100
New +$8.98K
TLT icon
3307
PUT
iShares 20+ Year Treasury Bond ETF
TLT
$42.6B
$555 ﹤0.01%
300
+18
+6% +$1.88K
KRE icon
3308
CALL
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
$510 ﹤0.01%
+900
New +$51.1K
LLY icon
3309
PUT
Eli Lilly
LLY
$1.07T
$510 ﹤0.01%
+200
New +$67.5K
LNG icon
3310
PUT
Cheniere Energy
LNG
$56.5B
$510 ﹤0.01%
600
+596
+14,900% +$90K
EGLE
3311
CALL
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$500 ﹤0.01%
+10,000
New +$535K
ATIP
3312
CALL
DELISTED
ATI Physical Therapy, Inc.
ATIP
$500 ﹤0.01%
+200
New +$3.64K
NOC icon
3313
PUT
Northrop Grumman
NOC
$77B
$495 ﹤0.01%
100
-102
-50% -$47.3K
EEM icon
3314
CALL
iShares MSCI Emerging Markets ETF
EEM
$28.5B
$467 ﹤0.01%
+1,700
New +$67.6K
TOON icon
3315
CALL
Kartoon Studios
TOON
$34.3M
$439 ﹤0.01%
+43,900
New +$200K
WMS icon
3316
PUT
Advanced Drainage Systems
WMS
$10.9B
$425 ﹤0.01%
+500
New +$44K
ARKK icon
3317
CALL
ARK Innovation ETF
ARKK
$5.69B
$423 ﹤0.01%
+100
New +$3.83K
JD icon
3318
PUT
JD.com
JD
$40.8B
$416 ﹤0.01%
200
+197
+6,567% +$10.2K
SPXL icon
3319
CALL
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.52B
$413 ﹤0.01%
+200
New +$13.8K
WPC icon
3320
PUT
W.P. Carey
WPC
$17.1B
$385 ﹤0.01%
715
+708
+10,114% +$56.4K
SH icon
3321
CALL
ProShares Short S&P500
SH
$916M
$375 ﹤0.01%
+375
New +$23.2K
UNG icon
3322
CALL
United States Natural Gas Fund
UNG
$478M
$368 ﹤0.01%
+125
New +$4.54K
AMZN icon
3323
CALL
Amazon
AMZN
$2.5T
$361 ﹤0.01%
+200
New +$19.3K
RUM icon
3324
CALL
RUM Group Inc
RUM
$1.57B
$338 ﹤0.01%
+2,700
New +$24.3K
CNC icon
3325
PUT
Centene
CNC
$31.3B
$325 ﹤0.01%
+200
New +$14.2K
131 132
133
134 135

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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.