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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 | |
|---|---|---|---|---|---|---|
3351
CALL
Warby Parker
WRBY
$3.05B
| $104K | ﹤0.01% |
+125,000
| New | +$2.55M |
|
|
SRTA
3352
Strata Critical Medical Inc
SRTA
$445M
| $104K | ﹤0.01% |
24,480
-5,224
| -18% | -$19.9K |
|
3353
CleanSpark
CLSK
$3.6B
| $102K | ﹤0.01% |
11,124
+73
| +0.7% | +$883 |
|
3354
FIGS
FIGS
$1.66B
| $102K | ﹤0.01% |
16,423
-15,045
| -48% | -$87.7K |
|
3355
Invesco Trust Investment Grade Municipals
VGM
$549M
| $101K | ﹤0.01% |
10,039
-29,829
| -75% | -$307K |
|
3356
Adaptive Biotechnologies
ADPT
$3.61B
| $100K | ﹤0.01% |
16,708
+25
| +0.1% | +$138 |
|
3357
Direxion Daily Retail Bull 3X ETF
RETL
$30.5M
| $98.8K | ﹤0.01% |
+10,000
| New | +$98.5K |
|
3358
Direxion Daily Real Estate Bull 3X ETF
DRN
$48M
| $98.4K | ﹤0.01% |
+10,000
| New | +$119K |
|
3359
Blend Labs
BLND
$424M
| $97.8K | ﹤0.01% |
23,242
+373
| +2% | +$1.6K |
|
|
ACP
3360
abrdn Income Credit Strategies Fund
ACP
$641M
| $97.8K | ﹤0.01% |
+16,381
| New | +$105K |
|
3361
VirnetX Holding Corp
VHC
$51M
| $97.2K | ﹤0.01% |
12,382
| – | – |
|
3362
Leggett & Platt
LEG
$1.5B
| $96.5K | ﹤0.01% |
+10,057
| New | +$120K |
|
3363
TRX Gold Corp
TRX
$263M
| $96.5K | ﹤0.01% |
314,456
-20,000
| -6% | -$7.31K |
|
|
SNT
3364
Senstar Technologies
SNT
$41.3M
| $96.3K | ﹤0.01% |
27,983
| – | – |
|
|
GLQ
3365
Clough Global Equity Fund
GLQ
$153M
| $95.8K | ﹤0.01% |
14,380
-4,389
| -23% | -$30.1K |
|
|
HGLB
3366
Highland Global Allocation Fund
HGLB
$172M
| $95.4K | ﹤0.01% |
14,013
-4,302
| -23% | -$32.8K |
|
3367
Ardagh Metal Packaging
AMBP
$2.89B
| $95.3K | ﹤0.01% |
31,657
-867
| -3% | -$3.12K |
|
3368
FerroAtlántica
GSM
$617M
| $94.1K | ﹤0.01% |
24,765
-3,338
| -12% | -$14.3K |
|
3369
CALL
Invesco QQQ Trust
QQQ
$449B
| $93.9K | ﹤0.01% |
+65,000
| New | +$32.9M |
|
|
3370
CALL
Apple
AAPL
$4.95T
| $93.8K | ﹤0.01% |
1,600
-600
| -27% | -$141K |
|
|
ARI
3371
Apollo Commercial Real Estate
ARI
$876M
| $93.4K | ﹤0.01% |
10,780
-563
| -5% | -$5.06K |
|
3372
United Microelectronic
UMC
$47.9B
| $92.8K | ﹤0.01% |
14,306
+886
| +7% | +$6.34K |
|
|
PCQ
3373
Pimco California Municipal Income Fund
PCQ
$162M
| $92.5K | ﹤0.01% |
10,235
+4
| +0% | +$39 |
|
3374
SSR Mining
SSRM
$5.45B
| $92.2K | ﹤0.01% |
13,225
+62
| +0.5% | +$386 |
|
3375
Expensify
EXFY
$175M
| $91.8K | ﹤0.01% |
27,406
| – | – |
|
Similar funds
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.