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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 | |
|---|---|---|---|---|---|---|
|
LNW
3401
PUT
DELISTED
Light & Wonder
LNW
| $75K | ﹤0.01% |
5,000
| – | – |
|
3402
Unisys
UIS
$245M
| $74.4K | ﹤0.01% |
11,757
-1,545
| -12% | -$10.8K |
|
3403
Braskem
BAK
$972M
| $74.2K | ﹤0.01% |
19,213
+3,126
| +19% | +$17.3K |
|
3404
OmniAb
OABI
$294M
| $73.7K | ﹤0.01% |
20,817
-565
| -3% | -$2.23K |
|
|
ABVX
3405
Abivax
ABVX
$11.2B
| $73.2K | ﹤0.01% |
10,000
| – | – |
|
3406
Holley
HLLY
$319M
| $72.6K | ﹤0.01% |
24,036
-1,779
| -7% | -$4.98K |
|
|
HIO
3407
Western Asset High Income Opportunity Fund
HIO
$334M
| $72.6K | ﹤0.01% |
18,468
| – | – |
|
|
AVDL
3408
DELISTED
Avadel Pharmaceuticals
AVDL
| $71.3K | ﹤0.01% |
6,786
-714
| -10% | -$8.67K |
|
3409
SmartRent
SMRT
$186M
| $69.7K | ﹤0.01% |
39,840
| – | – |
|
3410
Eos Energy Enterprises
EOSE
$1.28B
| $69.3K | ﹤0.01% |
14,250
-27,000
| -65% | -$87.4K |
|
3411
Humacyte
HUMA
$182M
| $66.2K | ﹤0.01% |
+13,105
| New | +$64.8K |
|
3412
CALL
Scorpio Tankers
STNG
$3.9B
| $66K | ﹤0.01% |
+5,000
| New | +$285K |
|
|
AGEN
3413
Agenus
AGEN
$255M
| $65.4K | ﹤0.01% |
23,851
| – | – |
|
3414
CALL
GameStop
GME
$9.66B
| $65.1K | ﹤0.01% |
9,700
+6,400
| +194% | +$164K |
|
|
LAR
3415
Lithium Argentina AG
LAR
$963M
| $64.8K | ﹤0.01% |
24,720
-9,358
| -27% | -$30.4K |
|
3416
Comstock
LODE
$236M
| $64K | ﹤0.01% |
7,998
-40
| -0.5% | -$171 |
|
3417
Prime Medicine
PRME
$544M
| $63K | ﹤0.01% |
21,590
-85
| -0.4% | -$298 |
|
3418
Inter&Co
INTR
$2.45B
| $62.1K | ﹤0.01% |
14,709
-7,498
| -34% | -$42K |
|
3419
Amplify Alternative Harvest ETF
MJ
$101M
| $61.9K | ﹤0.01% |
2,301
-950
| -29% | -$31.8K |
|
3420
VistaGen Therapeutics
VTGN
$9.45M
| $61.4K | ﹤0.01% |
20,828
| – | – |
|
3421
CALL
Lemonade
LMND
$4.76B
| $61K | ﹤0.01% |
+40,000
| New | +$1.28M |
|
3422
CALL
Citigroup
C
$223B
| $60.1K | ﹤0.01% |
+60,500
| New | +$4.08M |
|
|
ZTR
3423
Virtus Total Return Fund
ZTR
$340M
| $59.7K | ﹤0.01% |
+10,180
| New | +$61.2K |
|
3424
Opko Health
OPK
$936M
| $58.8K | ﹤0.01% |
39,991
-6,900
| -15% | -$10.5K |
|
|
AWP
3425
abrdn Global Premier Properties Fund
AWP
$378M
| $58.4K | ﹤0.01% |
5,046
| – | – |
|
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.