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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
+7.52%
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
$70B
AUM Growth
+$5.31B
Cap. Flow
-$1.28B
Cap. Flow %
-1.83%
Top 10 Hldgs %
18.76%
Holding
4,050
New
386
Increased
1,661
Reduced
1,461
Closed
319

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$57.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$37.6M
3
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$35.9M
4
TFC icon
Truist Financial
TFC
+$34.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.9M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.08B
2
AAPL icon
Apple
AAPL
+$70.3M
3
BLK icon
Blackrock
BLK
+$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$41.1M

Sector Composition

Rank Sector Weight
1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
B
3476
CALL
Barrick Mining
B
$62.2B
$25.6K ﹤0.01%
7,600
+7,500
+7,500% +$143K
AEON icon
3477
AEON Biopharma
AEON
$11.1M
$25K ﹤0.01%
+330
New +$29K
KEEL
3478
Keel Infrastructure Corp
KEEL
$2.57B
$25K ﹤0.01%
+11,900
New +$27.6K
MOND
3479
DELISTED
Mondee Holdings, Inc. Class A Common Stock
MOND
$25K ﹤0.01%
17,714
– –
AMZN icon
3480
PUT
Amazon
AMZN
$2.5T
$24.9K ﹤0.01%
5,400
-8,700
-62% -$1.59M
STRL icon
3481
CALL
Sterling Infrastructure
STRL
$20.3B
$23.9K ﹤0.01%
+1,000
New +$119K
GME icon
3482
CALL
GameStop
GME
$9.5B
$23.4K ﹤0.01%
3,300
-3,000
-48% -$68.6K
BCAB icon
3483
BioAtla
BCAB
$5.59M
$23K ﹤0.01%
260
-10
-4% -$839
NE icon
3484
CALL
Noble Corp
NE
$6.9B
$22.8K ﹤0.01%
+2,500
New +$101K
GSAT icon
3485
CALL
Globalstar
GSAT
$10.2B
$22.3K ﹤0.01%
4,587
+3,254
+244% +$60.2K
INTC icon
3486
CALL
Intel
INTC
$466B
$22.3K ﹤0.01%
45,200
+43,900
+3,377% +$1.1M
ENTX icon
3487
Entera Bio
ENTX
$101M
$22K ﹤0.01%
11,830
– –
SLQT icon
3488
SelectQuote
SLQT
$114M
$22K ﹤0.01%
10,000
– –
VLN icon
3489
Valens Semiconductor
VLN
$176M
$22K ﹤0.01%
10,000
– –
MTTR
3490
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
$22K ﹤0.01%
4,967
-1,280
-20% -$5.58K
ETN icon
3491
CALL
Eaton
ETN
$157B
$21.1K ﹤0.01%
+3,000
New +$917K
ASRT
3492
DELISTED
Assertio
ASRT
$21K ﹤0.01%
1,536
-8
-0.5% -$159
GRWG icon
3493
GrowGeneration
GRWG
$82.9M
$21K ﹤0.01%
11,397
-366
-3% -$785
OTLY
3494
Oatly Group
OTLY
$417M
$21K ﹤0.01%
1,345
-5
-0.4% -$94
OPTN
3495
DELISTED
OptiNose
OPTN
$20K ﹤0.01%
2,016
– –
MCD icon
3496
CALL
McDonald's
MCD
$188B
$19.7K ﹤0.01%
+300
New +$82.7K
ALT icon
3497
CALL
Altimmune
ALT
$539M
$19.7K ﹤0.01%
22,000
+14,000
+175% +$94.8K
PLTR icon
3498
CALL
Palantir
PLTR
$295B
$19.6K ﹤0.01%
3,700
-600
-14% -$18.4K
ITW icon
3499
PUT
Illinois Tool Works
ITW
$81.4B
$19.5K ﹤0.01%
5,000
+1,000
+25% +$246K
SBUX icon
3500
PUT
Starbucks
SBUX
$118B
$19.4K ﹤0.01%
45,000
+44,800
+22,400% +$3.84M
138 139
140
141 142

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HighTower Advisors's Q3 2024 Portfolio in Review

As of Q3 2024, HighTower Advisors held 4,050 positions worth $70B, up 8.2% from $64.7B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q3 2024 filing shows 386 new, 1,661 increased, 1,461 reduced and 319 closed positions. Its largest new stake was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M. The largest sale was Microsoft, an estimated $2.08B.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

  • HighTower Advisors's largest Q3 2024 buy was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M.
  • HighTower Advisors added most to Morgan Stanley in Q3 2024, an estimated $57.4M increase.
  • HighTower Advisors's biggest Q3 2024 reduction was Apple, cutting an estimated $70.3M.
  • HighTower Advisors fully exited Microsoft in Q3 2024, selling an estimated $2.08B.
  • HighTower Advisors's ten largest holdings make up 19% of its $70B portfolio in Q3 2024.
  • HighTower Advisors opened 386 new positions and closed 319 in Q3 2024.
  • HighTower Advisors's portfolio value rose 8.2% quarter-over-quarter to $70B.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.