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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 | |
|---|---|---|---|---|---|---|
|
SA
3326
Seabridge Gold
SA
$2.82B
| $118K | ﹤0.01% |
+10,350
| New | +$159K |
|
3327
Calidi Biotherapeutics
CLDI
$2.11M
| $118K | ﹤0.01% |
+8,523
| New | +$160K |
|
3328
Rockwell Medical
RMTI
$27.6M
| $117K | ﹤0.01% |
5,741
| – | – |
|
3329
CALL
Chewy
CHWY
$8.93B
| $117K | ﹤0.01% |
60,000
+54,300
| +953% | +$1.69M |
|
|
OXLC
3330
Oxford Lane Capital
OXLC
$824M
| $117K | ﹤0.01% |
4,603
-43
| -0.9% | -$1.13K |
|
3331
PUT
Medtronic
MDT
$108B
| $116K | ﹤0.01% |
+50,000
| New | +$4.33M |
|
3332
POET Technologies
POET
$1.22B
| $116K | ﹤0.01% |
+19,424
| New | +$86.2K |
|
|
VERV
3333
DELISTED
Verve Therapeutics
VERV
| $115K | ﹤0.01% |
+20,428
| New | +$115K |
|
3334
ProShares UltraPro Short QQQ
SQQQ
$2.11B
| $115K | ﹤0.01% |
739
+342
| +86% | +$57.1K |
|
3335
Itaú Unibanco
ITUB
$92.3B
| $115K | ﹤0.01% |
26,248
-2,741
| -9% | -$14.1K |
|
3336
CALL
Snowflake
SNOW
$94.6B
| $114K | ﹤0.01% |
63,000
+57,200
| +986% | +$8.05M |
|
3337
Tilray
TLRY
$498M
| $114K | ﹤0.01% |
8,562
-2,779
| -25% | -$40.8K |
|
3338
Kinross Gold
KGC
$28.6B
| $114K | ﹤0.01% |
+12,259
| New | +$121K |
|
3339
SFL Corp
SFL
$1.59B
| $113K | ﹤0.01% |
11,057
-188
| -2% | -$2.01K |
|
3340
Serina Therapeutics
SER
$31.5M
| $112K | ﹤0.01% |
22,433
-1
| -0% | -$6 |
|
|
VCSA
3341
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
| $112K | ﹤0.01% |
22,923
| – | – |
|
3342
Nano X Imaging
NNOX
$61.7M
| $112K | ﹤0.01% |
+15,559
| New | +$99.6K |
|
3343
ImmuCell
ICCC
$101M
| $110K | ﹤0.01% |
21,354
| – | – |
|
3344
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$781B
| $109K | ﹤0.01% |
14,800
-5,600
| -27% | -$3.3M |
|
3345
QuantumScape Corp
QS
$3.19B
| $108K | ﹤0.01% |
20,773
-6,302
| -23% | -$33.1K |
|
3346
Under Armour
UAA
$3.02B
| $107K | ﹤0.01% |
+12,900
| New | +$118K |
|
3347
United-Guardian
UG
$37.7M
| $106K | ﹤0.01% |
11,000
| – | – |
|
3348
LiqTech
LIQT
$22.4M
| $106K | ﹤0.01% |
57,599
+19,000
| +49% | +$37.2K |
|
3349
Ribbon Communications
RBBN
$359M
| $105K | ﹤0.01% |
25,261
+113
| +0.4% | +$427 |
|
3350
CALL
Occidental Petroleum
OXY
$54.6B
| $105K | ﹤0.01% |
52,000
+50,000
| +2,500% | +$2.53M |
|
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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.