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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
FDX icon
3351
PUT
FedEx
FDX
$74.5B
$121 ﹤0.01%
100
-100
-50% -$20.3K
ICL icon
3352
CALL
ICL Group
ICL
$6.81B
$120 ﹤0.01%
+800
New +$5.91K
V icon
3353
PUT
Visa
V
$677B
$115 ﹤0.01%
100
+98
+4,900% +$21.8K
GME icon
3354
PUT
GameStop
GME
$9.5B
$114 ﹤0.01%
200
+195
+3,900% +$3.88K
GSK icon
3355
CALL
GSK
GSK
$103B
$100 ﹤0.01%
+100
New +$3.5K
GM icon
3356
CALL
General Motors
GM
$74.7B
$86 ﹤0.01%
+900
New +$34K
LCID icon
3357
CALL
Lucid Motors
LCID
$2.46B
$81 ﹤0.01%
+60
New +$5.33K
RIVN icon
3358
CALL
Rivian
RIVN
$22.9B
$77 ﹤0.01%
+900
New +$15.2K
NFLX icon
3359
PUT
Netflix
NFLX
$292B
$75 ﹤0.01%
75,000
+72,970
+3,595% +$2.41M
SQM icon
3360
CALL
Sociedad Química y Minera de Chile
SQM
$19.6B
$75 ﹤0.01%
+100
New +$8.61K
VXX icon
3361
CALL
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$162M
$71 ﹤0.01%
+175
New +$33.9K
BTI icon
3362
CALL
British American Tobacco
BTI
$132B
$68 ﹤0.01%
+100
New +$3.77K
SMH icon
3363
PUT
VanEck Semiconductor ETF
SMH
$67.6B
$68 ﹤0.01%
200
-2,882
-94% -$346K
XLF icon
3364
CALL
State Street Financial Select Sector SPDR ETF
XLF
$56.1B
$63 ﹤0.01%
+300
New +$10.4K
XYZ
3365
PUT
Block Inc
XYZ
$45.9B
$60 ﹤0.01%
+100
New +$7.49K
LAC
3366
CALL
DELISTED
Lithium Americas Corp. Common Shares
LAC
$58 ﹤0.01%
+100
New +$2.21K
AMD icon
3367
PUT
Advanced Micro Devices
AMD
$851B
$55 ﹤0.01%
100
+94
+1,567% +$7.65K
DELL icon
3368
PUT
Dell
DELL
$283B
$50 ﹤0.01%
500
+495
+9,900% +$19.9K
LDOS icon
3369
PUT
Leidos
LDOS
$14.1B
$45 ﹤0.01%
100
+89
+809% +$8.61K
MTCH icon
3370
PUT
Match Group
MTCH
$8.84B
$45 ﹤0.01%
+100
New +$4.36K
SQQQ icon
3371
CALL
ProShares UltraPro Short QQQ
SQQQ
$2.09B
$45 ﹤0.01%
+12
New +$11.8K
PEP icon
3372
PUT
PepsiCo
PEP
$186B
$42 ﹤0.01%
+100
New +$17.5K
GSK icon
3373
PUT
GSK
GSK
$103B
$40 ﹤0.01%
+100
New +$3.5K
BILI icon
3374
PUT
Bilibili
BILI
$7.18B
$38 ﹤0.01%
+100
New +$2.38K
CHPT icon
3375
CALL
ChargePoint
CHPT
$133M
$36 ﹤0.01%
+30
New +$6.54K
133 134
135
136 137

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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.