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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 | |
|---|---|---|---|---|---|---|
3526
Outset Medical
OM
$80.6M
| $20.5K | ﹤0.01% |
1,233
-2,001
| -62% | -$25K |
|
3527
CALL
Strategy Inc
MSTR
$36.1B
| $20.2K | ﹤0.01% |
60,200
+15,200
| +34% | +$4.57M |
|
|
CGC
3528
Canopy Growth
CGC
$391M
| $19.4K | ﹤0.01% |
7,075
-958
| -12% | -$3.8K |
|
|
VXRT
3529
DELISTED
Vaxart
VXRT
| $19.2K | ﹤0.01% |
29,051
+7,246
| +33% | +$5.03K |
|
3530
Altimmune
ALT
$576M
| $19.2K | ﹤0.01% |
2,658
-3,118
| -54% | -$23.8K |
|
3531
GrowGeneration
GRWG
$89.5M
| $19K | ﹤0.01% |
11,265
-132
| -1% | -$253 |
|
|
ASRT
3532
DELISTED
Assertio
ASRT
| $18.9K | ﹤0.01% |
1,443
-93
| -6% | -$1.39K |
|
3533
PUT
Illinois Tool Works
ITW
$82B
| $18.4K | ﹤0.01% |
5,000
| – | – |
|
|
NB
3534
NioCorp Developments
NB
$606M
| $18.2K | ﹤0.01% |
11,770
-2,400
| -17% | -$3.8K |
|
3535
Anghami
ANGH
$30M
| $18K | ﹤0.01% |
2,180
| – | – |
|
|
CRKN
3536
DELISTED
Crown Electrokinetics Corp. Common Stock
CRKN
| $17.8K | ﹤0.01% |
+837
| New | +$92.3K |
|
3537
Marchex
MCHX
$79.3M
| $17.7K | ﹤0.01% |
10,121
-5,587
| -36% | -$10.3K |
|
|
OTLY
3538
Oatly Group
OTLY
$451M
| $17.3K | ﹤0.01% |
1,305
-40
| -3% | -$589 |
|
3539
IRIDEX
IRIX
$15.4M
| $16.9K | ﹤0.01% |
10,060
+60
| +0.6% | +$99 |
|
3540
Fate Therapeutics
FATE
$284M
| $16.8K | ﹤0.01% |
10,200
-400
| -4% | -$1.01K |
|
|
ODV
3541
DELISTED
Osisko Development Corp
ODV
| $16.7K | ﹤0.01% |
10,225
-19,166
| -65% | -$35.8K |
|
3542
CALL
Shopify
SHOP
$163B
| $16.2K | ﹤0.01% |
50,300
+50,200
| +50,200% | +$4.88M |
|
3543
Milestone Scientific
MLSS
$35.6M
| $16K | ﹤0.01% |
16,666
| – | – |
|
3544
PUT
ARK Innovation ETF
ARKK
$5.74B
| $15.6K | ﹤0.01% |
2,000
-3,700
| -65% | -$198K |
|
3545
FingerMotion
FNGR
$16.6M
| $15.4K | ﹤0.01% |
12,805
-6,000
| -32% | -$11.6K |
|
3546
CALL
Synchrony
SYF
$24.4B
| $15K | ﹤0.01% |
50,000
+49,900
| +49,900% | +$3.05M |
|
3547
CALL
Viavi Solutions
VIAV
$9.4B
| $15K | ﹤0.01% |
+20,000
| New | +$197K |
|
3548
CALL
FIVE9
FIVN
$1.96B
| $14.9K | ﹤0.01% |
+7,000
| New | +$252K |
|
3549
CALL
Wrap Technologies
WRAP
$100M
| $14.3K | ﹤0.01% |
36,000
+18,000
| +100% | +$29.6K |
|
3550
CALL
Eli Lilly
LLY
$1.07T
| $14.2K | ﹤0.01% |
100
-100
| -50% | -$82.8K |
|
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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.