We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
3426
Seres Therapeutics
MCRB
$48M
| $58.2K | ﹤0.01% |
3,500
| – | – |
|
|
IHT
3427
InnSuites Hospitality Trust
IHT
$16.1M
| $58K | ﹤0.01% |
26,819
| – | – |
|
3428
TMC The Metals Company
TMC
$1.62B
| $57.3K | ﹤0.01% |
51,203
| – | – |
|
3429
CALL
Global E Online
GLBE
$6.39B
| $56.6K | ﹤0.01% |
+30,000
| New | +$1.36M |
|
|
UNIT
3430
Uniti Group
UNIT
$2.58B
| $55.8K | ﹤0.01% |
10,148
-95
| -0.9% | -$539 |
|
3431
Prospect Capital
PSEC
$1.12B
| $55.6K | ﹤0.01% |
12,894
-9,721
| -43% | -$46.6K |
|
3432
Vanda Pharmaceuticals
VNDA
$318M
| $55.1K | ﹤0.01% |
11,498
+6,017
| +110% | +$28.9K |
|
3433
CALL
Range Resources
RRC
$8.98B
| $55K | ﹤0.01% |
+50,000
| New | +$1.65M |
|
|
KYNB
3434
Kyntra Bio
KYNB
$28.8M
| $54.5K | ﹤0.01% |
4,120
| – | – |
|
3435
Fractyl Health
GUTS
$128M
| $53.4K | ﹤0.01% |
25,921
+10,921
| +73% | +$25.4K |
|
3436
Lantronix
LTRX
$238M
| $53K | ﹤0.01% |
12,853
| – | – |
|
3437
Kosmos Energy
KOS
$1.45B
| $52.6K | ﹤0.01% |
15,369
-1,798
| -10% | -$6.84K |
|
3438
Televisa
TV
$1.48B
| $49.7K | ﹤0.01% |
29,603
-15,218
| -34% | -$33K |
|
3439
PUT
Affirm
AFRM
$24.3B
| $49.6K | ﹤0.01% |
+17,000
| New | +$945K |
|
3440
Sasol
SSL
$7.35B
| $49.4K | ﹤0.01% |
+10,823
| New | +$61.2K |
|
|
3441
CALL
Affirm
AFRM
$24.3B
| $48.8K | ﹤0.01% |
+80,000
| New | +$4.45M |
|
3442
Banco Bradesco
BBD
$38.4B
| $48.4K | ﹤0.01% |
25,317
+5,421
| +27% | +$12.7K |
|
|
CRON
3443
Cronos Group
CRON
$1.06B
| $48.1K | ﹤0.01% |
23,820
-7,833
| -25% | -$16.3K |
|
3444
PUT
GE Vernova
GEV
$260B
| $47.5K | ﹤0.01% |
1,600
+1,500
| +1,500% | +$469K |
|
|
USAS
3445
Americas Gold and Silver
USAS
$1.35B
| $47.2K | ﹤0.01% |
+50,239
| New | +$51K |
|
3446
CALL
Honeywell
HON
$77.4B
| $46.5K | ﹤0.01% |
+21,220
| New | +$4.43M |
|
|
CTV
3447
DELISTED
Innovid Corp.
CTV
| $46.4K | ﹤0.01% |
15,000
| – | – |
|
|
AKYA
3448
DELISTED
Akoya BioSciences
AKYA
| $45.8K | ﹤0.01% |
20,000
-200
| -1% | -$530 |
|
3449
NovaGold Resources
NG
$2.58B
| $45.8K | ﹤0.01% |
13,739
-670
| -5% | -$2.37K |
|
3450
CALL
iShares 20+ Year Treasury Bond ETF
TLT
$42.8B
| $45.7K | ﹤0.01% |
116,600
+70,000
| +150% | +$6.44M |
|
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.