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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 | |
|---|---|---|---|---|---|---|
|
LAC
3376
Lithium Americas
LAC
$1.02B
| $90.8K | ﹤0.01% |
30,574
-19,899
| -39% | -$69K |
|
3377
Cosan
CSAN
$3.05B
| $90.7K | ﹤0.01% |
16,672
-1,328
| -7% | -$9.98K |
|
|
DFTX
3378
Definium Therapeutics
DFTX
$5.66B
| $90.7K | ﹤0.01% |
13,029
+50
| +0.4% | +$344 |
|
3379
Leslie's
LESL
$10.8M
| $89.6K | ﹤0.01% |
2,010
-6,670
| -77% | -$354K |
|
3380
Ambev
ABEV
$47.4B
| $89K | ﹤0.01% |
48,092
-5,921
| -11% | -$13.1K |
|
|
PLG
3381
Platinum Group Metals
PLG
$162M
| $87.8K | ﹤0.01% |
68,616
| – | – |
|
3382
Baytex Energy
BTE
$2.94B
| $87.1K | ﹤0.01% |
33,750
+3,211
| +11% | +$9.12K |
|
3383
BRC Inc
BRCC
$116M
| $86.9K | ﹤0.01% |
27,423
-98
| -0.4% | -$306 |
|
3384
PUT
Occidental Petroleum
OXY
$54.6B
| $85.6K | ﹤0.01% |
30,000
+10,000
| +50% | +$505K |
|
3385
ProFrac Holding
ACDC
$725M
| $85K | ﹤0.01% |
+10,948
| New | +$78.6K |
|
|
AIOT
3386
PowerFleet Inc
AIOT
$515M
| $83.8K | ﹤0.01% |
12,583
+79
| +0.6% | +$474 |
|
3387
Cipher Digital
CIFR
$8.86B
| $83.7K | ﹤0.01% |
+18,028
| New | +$102K |
|
3388
PUT
Carlisle Companies
CSL
$13.8B
| $83.5K | ﹤0.01% |
2,000
-2,000
| -50% | -$872K |
|
|
PHK
3389
PIMCO High Income Fund
PHK
$863M
| $82.1K | ﹤0.01% |
16,886
+2,000
| +13% | +$10K |
|
3390
Nephros
NEPH
$37.2M
| $81.9K | ﹤0.01% |
55,710
-1,500
| -3% | -$2.29K |
|
3391
CALL
ExxonMobil
XOM
$642B
| $81.7K | ﹤0.01% |
96,800
+50,800
| +110% | +$5.94M |
|
|
RCS
3392
PIMCO Strategic Income Fund
RCS
$243M
| $81.6K | ﹤0.01% |
+10,711
| New | +$82.1K |
|
3393
HCW Biologics
HCWB
$4.23M
| $80.7K | ﹤0.01% |
753
| – | – |
|
3394
CALL
Marvell Technology
MRVL
$170B
| $79.4K | ﹤0.01% |
5,300
+5,000
| +1,667% | +$464K |
|
|
GF
3395
New Germany Fund
GF
$183M
| $79.3K | ﹤0.01% |
10,165
-2,647
| -21% | -$22.1K |
|
3396
PLAYSTUDIOS Inc
MYPS
$78.4M
| $78.7K | ﹤0.01% |
42,325
-8,875
| -17% | -$15.2K |
|
3397
CALL
Altimmune
ALT
$576M
| $78.3K | ﹤0.01% |
34,600
+12,600
| +57% | +$96.3K |
|
3398
PUT
Pfizer
PFE
$141B
| $78K | ﹤0.01% |
+90,000
| New | +$2.44M |
|
3399
ICL Group
ICL
$6.65B
| $77.1K | ﹤0.01% |
15,583
-8,767
| -36% | -$39.2K |
|
3400
ImmunityBio
IBRX
$7.32B
| $77K | ﹤0.01% |
30,095
-6,517
| -18% | -$27.1K |
|
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.