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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 | |
|---|---|---|---|---|---|---|
326
iShares Russell Top 200 Growth ETF
IWY
$16B
| $42M | 0.06% |
178,544
+13,433
| +8% | +$3.08M |
|
327
Phillips 66
PSX
$82.9B
| $42M | 0.06% |
368,625
+142,085
| +63% | +$18.1M |
|
328
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
| $41.8M | 0.06% |
324,302
+14,794
| +5% | +$1.92M |
|
329
Canadian Pacific Kansas City
CP
$82B
| $41.7M | 0.06% |
576,449
+6,255
| +1% | +$482K |
|
330
NXP Semiconductors
NXPI
$68B
| $41.6M | 0.06% |
200,289
+7,605
| +4% | +$1.73M |
|
331
Mettler-Toledo International
MTD
$26.8B
| $41.6M | 0.06% |
34,015
-621
| -2% | -$810K |
|
332
Micron Technology
MU
$1.04T
| $41.6M | 0.06% |
493,883
+136,567
| +38% | +$13.9M |
|
333
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
| $41.4M | 0.06% |
381,256
+24,475
| +7% | +$2.71M |
|
334
PayPal
PYPL
$49.5B
| $41.4M | 0.06% |
484,724
+3,412
| +0.7% | +$287K |
|
335
McKesson
MCK
$98.5B
| $41.3M | 0.06% |
72,408
+38,433
| +113% | +$21.5M |
|
|
NVO
336
Novo Nordisk
NVO
$216B
| $41.1M | 0.06% |
478,244
-1,529
| -0.3% | -$165K |
|
337
TotalEnergies
TTE
$193B
| $40.9M | 0.06% |
749,783
+12,125
| +2% | +$737K |
|
338
Progressive
PGR
$124B
| $40.6M | 0.06% |
169,367
+18,658
| +12% | +$4.7M |
|
339
Donaldson
DCI
$10.8B
| $40.5M | 0.06% |
600,772
+1,276
| +0.2% | +$94.1K |
|
340
Avantis International Small Cap Value ETF
AVDV
$18.9B
| $40.1M | 0.05% |
616,626
+715
| +0.1% | +$48.2K |
|
|
AXON
341
Axon Enterprise
AXON
$40.5B
| $40M | 0.05% |
67,251
-18,524
| -22% | -$10.1M |
|
342
iShares Silver Trust
SLV
$28.1B
| $39.9M | 0.05% |
1,514,358
+8,585
| +0.6% | +$245K |
|
343
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.25B
| $39.6M | 0.05% |
1,855,633
+429,032
| +30% | +$9.28M |
|
344
Oneok
OKE
$58.7B
| $39.6M | 0.05% |
394,255
-12,729
| -3% | -$1.3M |
|
345
iShares Select Dividend ETF
DVY
$24B
| $39.6M | 0.05% |
301,485
+148
| +0% | +$20.2K |
|
346
iShares MSCI Japan ETF
EWJ
$21.7B
| $39.3M | 0.05% |
585,213
-6,097
| -1% | -$421K |
|
347
iShares Agency Bond ETF
AGZ
$553M
| $39.2M | 0.05% |
362,856
+49,237
| +16% | +$5.36M |
|
348
Intuit
INTU
$81.1B
| $39.2M | 0.05% |
62,319
+4,144
| +7% | +$2.65M |
|
349
Verisk Analytics
VRSK
$26.4B
| $39.1M | 0.05% |
141,781
-1,011
| -0.7% | -$281K |
|
350
Blackstone Secured Lending
BXSL
$5.41B
| $38.8M | 0.05% |
1,201,710
+76,182
| +7% | +$2.38M |
|
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.