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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 | |
|---|---|---|---|---|---|---|
3476
MiNK Therapeutics
INKT
$53.3M
| $35.3K | ﹤0.01% |
5,068
-105
| -2% | -$714 |
|
|
SLI
3477
Standard Lithium
SLI
$519M
| $35.2K | ﹤0.01% |
24,107
-51,125
| -68% | -$94K |
|
3478
CALL
Intel
INTC
$456B
| $35K | ﹤0.01% |
53,300
+8,100
| +18% | +$183K |
|
3479
iQIYI
IQ
$1.2B
| $34.8K | ﹤0.01% |
17,297
-2,543
| -13% | -$6.03K |
|
3480
PUT
Invesco QQQ Trust
QQQ
$448B
| $34.6K | ﹤0.01% |
6,100
-18,100
| -75% | -$9.15M |
|
3481
CALL
Global X Dow 30 Covered Call ETF
DJIA
$183M
| $32.5K | ﹤0.01% |
+145,000
| New | +$3.37M |
|
3482
Senseonics Holdings Inc
SENS
$262M
| $32.1K | ﹤0.01% |
+3,069
| New | +$21.9K |
|
|
SLRN
3483
DELISTED
ACELYRIN
SLRN
| $32K | ﹤0.01% |
10,186
-42
| -0.4% | -$203 |
|
3484
Lightwave Logic
LWLG
$908M
| $31.9K | ﹤0.01% |
15,190
+190
| +1% | +$545 |
|
|
GAU
3485
Galiano Gold
GAU
$478M
| $31.9K | ﹤0.01% |
25,900
+900
| +4% | +$1.3K |
|
|
3486
PUT
Microsoft
MSFT
$2.92T
| $30.9K | ﹤0.01% |
6,000
-200
| -3% | -$85.2K |
|
3487
Anixa Biosciences
ANIX
$115M
| $30.7K | ﹤0.01% |
13,223
-300
| -2% | -$932 |
|
3488
CALL
Boyd Gaming
BYD
$6.56B
| $30K | ﹤0.01% |
+60,000
| New | +$4.21M |
|
3489
CALL
Roku
ROKU
$21.3B
| $30K | ﹤0.01% |
60,000
+15,000
| +33% | +$1.14M |
|
3490
IHS Holding
IHS
$2.78B
| $30K | ﹤0.01% |
+10,267
| New | +$31.1K |
|
3491
Lisata Therapeutics
LSTA
$13.1M
| $29.9K | ﹤0.01% |
10,042
| – | – |
|
3492
Galectin Therapeutics
GALT
$223M
| $29K | ﹤0.01% |
+22,486
| New | +$53.9K |
|
3493
Lineage Cell Therapeutics
LCTX
$259M
| $29K | ﹤0.01% |
57,706
+19,100
| +49% | +$14K |
|
3494
Hyliion Holdings
HYLN
$669M
| $28.9K | ﹤0.01% |
11,091
-369
| -3% | -$1.03K |
|
|
MTTR
3495
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $28.6K | ﹤0.01% |
6,040
+1,073
| +22% | +$5.09K |
|
3496
CALL
EOG Resources
EOG
$75.5B
| $28.1K | ﹤0.01% |
800
-600
| -43% | -$76.7K |
|
3497
CALL
Vistra
VST
$52.7B
| $27.7K | ﹤0.01% |
400
-2,000
| -83% | -$278K |
|
3498
PUT
Applied Materials
AMAT
$403B
| $27.4K | ﹤0.01% |
2,800
+2,300
| +460% | +$417K |
|
|
CKPT
3499
DELISTED
Checkpoint Therapeutics
CKPT
| $27.2K | ﹤0.01% |
+8,500
| New | +$28.8K |
|
3500
PUT
Arm
ARM
$279B
| $27.2K | ﹤0.01% |
1,400
+400
| +40% | +$56.4K |
|
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.