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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 | |
|---|---|---|---|---|---|---|
|
MAPS
3501
DELISTED
WM TECHNOLOGY INC A
MAPS
| $27K | ﹤0.01% |
19,591
-19,800
| -50% | -$21.3K |
|
3502
CALL
VanEck Gold Miners ETF
GDX
$23B
| $26.6K | ﹤0.01% |
38,500
+27,300
| +244% | +$1.05M |
|
3503
Allogene Therapeutics
ALLO
$614M
| $25.9K | ﹤0.01% |
12,150
-17,500
| -59% | -$43.2K |
|
3504
Polestar Automotive Holding UK
PSNY
$2.04B
| $25.5K | ﹤0.01% |
809
-154
| -16% | -$5.58K |
|
3505
CALL
Toyota
TM
$215B
| $25.4K | ﹤0.01% |
+1,800
| New | +$317K |
|
3506
Pacific Biosciences
PACB
$422M
| $25.3K | ﹤0.01% |
13,803
-2,795
| -17% | -$5.46K |
|
3507
Innoviz Technologies
INVZ
$137M
| $25.2K | ﹤0.01% |
14,973
-2,000
| -12% | -$1.65K |
|
3508
The Oncology Institute
TOI
$521M
| $25.1K | ﹤0.01% |
81,362
| – | – |
|
3509
Entera Bio
ENTX
$172M
| $25.1K | ﹤0.01% |
11,830
| – | – |
|
3510
CALL
Madrigal Pharmaceuticals
MDGL
$12.8B
| $25K | ﹤0.01% |
+200
| New | +$56.3K |
|
3511
Heron Therapeutics
HRTX
$87.6M
| $24.8K | ﹤0.01% |
16,228
-500
| -3% | -$810 |
|
|
AMRN
3512
Amarin Corp
AMRN
$286M
| $24.8K | ﹤0.01% |
2,557
+1,505
| +143% | +$16.1K |
|
|
OGI
3513
Organigram Holdings
OGI
$134M
| $24K | ﹤0.01% |
14,877
-143
| -1% | -$233 |
|
3514
CALL
PureCycle Technologies
PCT
$1.17B
| $23.4K | ﹤0.01% |
17,500
+3,400
| +24% | +$39.5K |
|
3515
CALL
Boeing
BA
$167B
| $22.9K | ﹤0.01% |
+700
| New | +$110K |
|
3516
Microvision
MVIS
$85.8M
| $22.8K | ﹤0.01% |
17,426
-58
| -0.3% | -$61 |
|
3517
Digital Turbine
APPS
$1.04B
| $22.6K | ﹤0.01% |
13,399
+1,443
| +12% | +$3.21K |
|
|
CRON
3518
CALL
Cronos Group
CRON
$1.06B
| $22.4K | ﹤0.01% |
108,400
+31,400
| +41% | +$65.5K |
|
3519
Wheels Up
UP
$218M
| $22.3K | ﹤0.01% |
677
+11
| +2% | +$463 |
|
|
ACB
3520
Aurora Cannabis
ACB
$169M
| $22.2K | ﹤0.01% |
+5,217
| New | +$25.6K |
|
3521
ReWalk Robotics
LFWD
$19.8M
| $21.9K | ﹤0.01% |
+1,055
| New | +$27.8K |
|
3522
CALL
Palo Alto Networks
PANW
$265B
| $21.7K | ﹤0.01% |
10,800
+10,600
| +5,300% | +$2M |
|
3523
CALL
IonQ
IONQ
$13B
| $21.6K | ﹤0.01% |
+2,000
| New | +$50.2K |
|
3524
CALL
SoundHound AI
SOUN
$2.78B
| $20.6K | ﹤0.01% |
2,500
-19,500
| -89% | -$188K |
|
3525
Caribou Biosciences
CRBU
$160M
| $20.5K | ﹤0.01% |
+12,921
| New | +$26K |
|
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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.