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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 | |
|---|---|---|---|---|---|---|
3551
Editas Medicine
EDIT
$410M
| $14.1K | ﹤0.01% |
11,106
-2,239
| -17% | -$5.71K |
|
|
BCTX
3552
Briacell Therapeutics
BCTX
$30.6M
| $13.9K | ﹤0.01% |
164
+66
| +67% | +$7.91K |
|
3553
Cognition Therapeutics
CGTX
$85.3M
| $13.6K | ﹤0.01% |
19,462
-3,500
| -15% | -$1.73K |
|
|
INTJ
3554
Intelligent Group
INTJ
$5.1M
| $13.1K | ﹤0.01% |
+550
| New | +$10.4K |
|
|
WTPI
3555
PUT
WisdomTree Equity Premium Income Fund
WTPI
$494M
| $12.9K | ﹤0.01% |
+39,200
| New | +$1.32M |
|
3556
AEON Biopharma
AEON
$10.2M
| $12.8K | ﹤0.01% |
330
| – | – |
|
3557
CALL
SLB Ltd
SLB
$77.9B
| $12.8K | ﹤0.01% |
2,800
-400
| -13% | -$16.8K |
|
3558
CALL
AT&T
T
$167B
| $12.3K | ﹤0.01% |
+64,000
| New | +$1.44M |
|
3559
CALL
Viking Therapeutics
VKTX
$4.11B
| $12.3K | ﹤0.01% |
3,600
+3,100
| +620% | +$177K |
|
3560
PUT
Centene
CNC
$31.3B
| $12K | ﹤0.01% |
+60,000
| New | +$3.74M |
|
3561
Genprex
GNPX
$3.93M
| $11.8K | ﹤0.01% |
13
-6
| -32% | -$7.86K |
|
3562
PUT
Carnival Corporation Ltd
CCL
$36.9B
| $11.6K | ﹤0.01% |
20,900
+4,600
| +28% | +$108K |
|
3563
CALL
Visa
V
$689B
| $11.3K | ﹤0.01% |
1,000
| – | – |
|
3564
CALL
Energy Transfer Partners
ET
$69B
| $11.3K | ﹤0.01% |
10,000
+6,900
| +223% | +$122K |
|
3565
Fuel Tech
FTEK
$47.4M
| $10.9K | ﹤0.01% |
10,400
| – | – |
|
3566
CALL
Waste Management
WM
$95.9B
| $10.5K | ﹤0.01% |
+60,000
| New | +$12.9M |
|
3567
CALL
Noble Corp
NE
$6.82B
| $10.4K | ﹤0.01% |
2,000
-500
| -20% | -$16.5K |
|
3568
CALL
ProShares UltraPro Short QQQ
SQQQ
$2.13B
| $10.1K | ﹤0.01% |
3,280
+2,280
| +228% | +$380K |
|
3569
Clover Health Investments
CLOV
$2.31B
| $9.74K | ﹤0.01% |
3,091
-31,272
| -91% | -$112K |
|
|
ULY
3570
DELISTED
Urgent.ly
ULY
| $9.7K | ﹤0.01% |
1,586
+209
| +15% | +$1.48K |
|
3571
CALL
Tilray
TLRY
$486M
| $9.68K | ﹤0.01% |
4,400
-3,000
| -41% | -$44K |
|
3572
PUT
Goldman Sachs
GS
$313B
| $9.6K | ﹤0.01% |
+40,000
| New | +$22.3M |
|
3573
CALL
Alcoa
AA
$11.6B
| $9.04K | ﹤0.01% |
2,700
| – | – |
|
3574
Passage Bio
PASG
$15.6M
| $8.8K | ﹤0.01% |
776
-43
| -5% | -$560 |
|
3575
PUT
American Express
AXP
$226B
| $8.78K | ﹤0.01% |
1,000
-10,000
| -91% | -$2.87M |
|
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.