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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
+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
Cap. Flow
+$6.15B
Cap. Flow %
8.41%
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.14B
2
SN icon
SharkNinja
SN
+$220M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

Rank Stock Value
1
TTGT icon
TechTarget
TTGT
+$32.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
3
LYB icon
LyondellBasell Industries
LYB
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
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
CAPR icon
3301
CALL
Capricor Therapeutics
CAPR
$405M
$130K ﹤0.01%
31,600
+11,600
+58% +$203K
UNL icon
3302
United States 12 Month Natural Gas Fund
UNL
$13.5M
$129K ﹤0.01%
+15,831
New +$118K
CAF
3303
Morgan Stanley China A Share Fund
CAF
$337M
$129K ﹤0.01%
10,375
-3,506
-25% -$45.7K
KTF
3304
DWS Municipal Income Trust
KTF
$347M
$129K ﹤0.01%
13,665
+14
+0.1% +$138
METC icon
3305
Ramaco Resources Class A
METC
$664M
$129K ﹤0.01%
12,848
-165
-1% -$1.83K
GERN icon
3306
Geron
GERN
$949M
$128K ﹤0.01%
36,041
+8,967
+33% +$35.8K
GNOM icon
3307
Global X Genomics & Biotechnology ETF
GNOM
$78.6M
$127K ﹤0.01%
3,265
-37
-1% -$1.55K
SPY icon
3308
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$127K ﹤0.01%
22,800
+20,800
+1,040% +$12.3M
SOFI icon
3309
CALL
SoFi Technologies
SOFI
$21.7B
$125K ﹤0.01%
120,000
+114,000
+1,900% +$1.48M
RYLD icon
3310
CALL
Global X Russell 2000 Covered Call ETF
RYLD
$1.37B
$125K ﹤0.01%
+766,200
New +$12.6M
JRI icon
3311
Nuveen Real Asset Income & Growth Fund
JRI
$354M
$125K ﹤0.01%
10,306
– –
PHD
3312
DELISTED
Pioneer Floating Rate Fund
PHD
$125K ﹤0.01%
12,887
+234
+2% +$2.3K
HAFN icon
3313
Hafnia
HAFN
$3.73B
$124K ﹤0.01%
+22,300
New +$132K
BHK icon
3314
BlackRock Core Bond Trust
BHK
$644M
$124K ﹤0.01%
11,846
+726
+7% +$8.2K
PLUG icon
3315
Plug Power
PLUG
$2.87B
$124K ﹤0.01%
58,109
+3,290
+6% +$7.18K
VIAV icon
3316
Viavi Solutions
VIAV
$9.41B
$124K ﹤0.01%
+12,252
New +$121K
APLD icon
3317
Applied Digital
APLD
$7.54B
$123K ﹤0.01%
16,162
+4,162
+35% +$34.6K
GNW icon
3318
Genworth Financial
GNW
$3.79B
$123K ﹤0.01%
17,590
+2,154
+14% +$15.5K
PCF
3319
High Income Securities Fund
PCF
$99.2M
$122K ﹤0.01%
+18,746
New +$126K
MEGI
3320
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$788M
$122K ﹤0.01%
+10,000
New +$136K
LMND icon
3321
Lemonade
LMND
$4.76B
$121K ﹤0.01%
+3,297
New +$105K
ROIV icon
3322
Roivant Sciences
ROIV
$25B
$121K ﹤0.01%
+10,213
New +$121K
ARCO icon
3323
Arcos Dorados Holdings
ARCO
$1.75B
$121K ﹤0.01%
16,556
-918
-5% -$7.87K
CXE
3324
DELISTED
MFS High Income Municipal Trust
CXE
$120K ﹤0.01%
32,531
+13,393
+70% +$51.3K
MUJ icon
3325
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$638M
$119K ﹤0.01%
10,773
-2,488
-19% -$29.1K
131 132
133
134 135

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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.