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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 | |
|---|---|---|---|---|---|---|
3451
Aprea Therapeutics
APRE
$7.86M
| $45.6K | ﹤0.01% |
13,864
| – | – |
|
3452
Veru
VERU
$37.1M
| $45.4K | ﹤0.01% |
6,986
-688
| -9% | -$5.1K |
|
3453
Cibus
CBUS
$134M
| $45.2K | ﹤0.01% |
16,256
+131
| +0.8% | +$507 |
|
3454
Dakota Gold
DC
$637M
| $44.6K | ﹤0.01% |
20,267
-21,118
| -51% | -$47.6K |
|
3455
CALL
Diamondback Energy
FANG
$56B
| $44.5K | ﹤0.01% |
1,200
| – | – |
|
3456
Lexaria Bioscience
LEXX
$13.3M
| $44.1K | ﹤0.01% |
21,023
+8,000
| +61% | +$19.7K |
|
3457
Amprius Technologies
AMPX
$1.32B
| $43.4K | ﹤0.01% |
+15,500
| New | +$27.1K |
|
3458
Enel Chile
ENIC
$6.06B
| $42.4K | ﹤0.01% |
14,716
+1,147
| +8% | +$3.19K |
|
3459
PUT
CAVA Group
CAVA
$7.38B
| $42K | ﹤0.01% |
7,000
+5,000
| +250% | +$667K |
|
|
TGB
3460
Trekor Metals
TGB
$2.55B
| $41.7K | ﹤0.01% |
21,496
-1,500
| -7% | -$3.31K |
|
3461
B2Gold
BTG
$5.16B
| $41.3K | ﹤0.01% |
16,933
+5,288
| +45% | +$15.5K |
|
|
CMPS
3462
Compass Pathways
CMPS
$1.53B
| $41.1K | ﹤0.01% |
10,882
-150
| -1% | -$761 |
|
3463
CALL
SentinelOne
S
$6.3B
| $40.7K | ﹤0.01% |
17,500
+3,500
| +25% | +$89.3K |
|
3464
BlackBerry
BB
$4.92B
| $40.6K | ﹤0.01% |
+10,733
| New | +$28.5K |
|
|
HUYA
3465
Huya Inc
HUYA
$561M
| $40.6K | ﹤0.01% |
13,213
-97
| -0.7% | -$344 |
|
3466
Beyond Meat
BYND
$288M
| $40.6K | ﹤0.01% |
+10,786
| New | +$57.3K |
|
3467
AtaiBeckley Inc
ATAI
$2.65B
| $40.5K | ﹤0.01% |
30,462
+110
| +0.4% | +$146 |
|
|
HOUS
3468
DELISTED
Anywhere Real Estate
HOUS
| $39.4K | ﹤0.01% |
11,929
-6,039
| -34% | -$25.9K |
|
3469
TETRA Technologies
TTI
$1.13B
| $39.2K | ﹤0.01% |
+10,951
| New | +$38.9K |
|
3470
CALL
MasTec
MTZ
$25.7B
| $37.8K | ﹤0.01% |
+6,000
| New | +$804K |
|
3471
PMV Pharmaceuticals
PMVP
$62.4M
| $37.6K | ﹤0.01% |
24,880
| – | – |
|
3472
SelectQuote
SLQT
$123M
| $37.5K | ﹤0.01% |
10,082
+82
| +0.8% | +$209 |
|
3473
Information Services Group
III
$191M
| $37.4K | ﹤0.01% |
11,212
| – | – |
|
3474
CALL
Phillips 66
PSX
$82.9B
| $36.8K | ﹤0.01% |
+5,000
| New | +$636K |
|
|
MIN
3475
Aberdeen Intermediate Income Fund
MIN
$273M
| $35.4K | ﹤0.01% |
13,300
| – | – |
|
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.