We are live on ! Find out more
HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
+2.32%
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
$64.7B
AUM Growth
+$2.95B
Cap. Flow
+$2.46B
Cap. Flow %
3.8%
Top 10 Hldgs %
19.32%
Holding
3,995
New
390
Increased
1,526
Reduced
1,536
Closed
329

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$463M
2
XOM icon
ExxonMobil
XOM
+$326M
3
RTX icon
RTX Corp
RTX
+$222M
4
TGT icon
Target
TGT
+$108M
5
WHR icon
Whirlpool
WHR
+$96.6M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$308M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$125M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$54.3M
4
AAPL icon
Apple
AAPL
+$44.3M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$40.7M

Sector Composition

Rank Sector Weight
1 Technology 14.26%
2 Financials 9.5%
3 Healthcare 6.23%
4 Consumer Discretionary 6.19%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIA icon
3576
PUT
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$442 ﹤0.01%
+200
New +$77.6K
GE icon
3577
CALL
GE Aerospace
GE
$367B
$400 ﹤0.01%
+40,000
New +$6.39M
LAZR
3578
CALL
DELISTED
Luminar Technologies
LAZR
$360 ﹤0.01%
+200
New +$4.74K
LVS icon
3579
CALL
Las Vegas Sands
LVS
$30.5B
$350 ﹤0.01%
+500
New +$23.3K
VRNA
3580
CALL
DELISTED
Verona Pharma
VRNA
$325 ﹤0.01%
+500
New +$7.3K
TQQQ icon
3581
CALL
ProShares UltraPro QQQ
TQQQ
$31.1B
$310 ﹤0.01%
1,000
+800
+400% +$25K
LFWD icon
3582
CALL
ReWalk Robotics
LFWD
$19.8M
$305 ﹤0.01%
508
– –
NEM icon
3583
CALL
Newmont
NEM
$98.2B
$302 ﹤0.01%
7,000
+4,000
+133% +$164K
PYPL icon
3584
PUT
PayPal
PYPL
$49.5B
$291 ﹤0.01%
+300
New +$19.1K
ACI icon
3585
CALL
Albertsons Companies
ACI
$5.4B
$290 ﹤0.01%
+100
New +$2.04K
EFA icon
3586
PUT
iShares MSCI EAFE ETF
EFA
$76.4B
$278 ﹤0.01%
2,000
+900
+82% +$71.3K
WM icon
3587
CALL
Waste Management
WM
$95.9B
$278 ﹤0.01%
+300
New +$62.4K
EXPD icon
3588
CALL
Expeditors International
EXPD
$22.9B
$275 ﹤0.01%
+500
New +$59.6K
HPE icon
3589
CALL
Hewlett Packard
HPE
$63.2B
$249 ﹤0.01%
+100
New +$1.84K
TEAM icon
3590
PUT
Atlassian
TEAM
$22B
$245 ﹤0.01%
100
– –
QQQ icon
3591
CALL
Invesco QQQ Trust
QQQ
$455B
$241 ﹤0.01%
+200
New +$90K
INTC icon
3592
CALL
Intel
INTC
$466B
$228 ﹤0.01%
1,300
-34,300
-96% -$1.12M
TGT icon
3593
CALL
Target
TGT
$62.1B
$224 ﹤0.01%
+100
New +$15.7K
PCT icon
3594
CALL
PureCycle Technologies
PCT
$1.17B
$215 ﹤0.01%
100
– –
RSP icon
3595
PUT
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$210 ﹤0.01%
+200
New +$32.9K
LIN icon
3596
CALL
Linde
LIN
$237B
$205 ﹤0.01%
+500
New +$220K
MEDP icon
3597
PUT
Medpace
MEDP
$16.8B
$204 ﹤0.01%
+100
New +$39.6K
OLLI icon
3598
CALL
Ollie's Bargain Outlet
OLLI
$4.01B
$198 ﹤0.01%
+100
New +$7.96K
SBUX icon
3599
PUT
Starbucks
SBUX
$118B
$197 ﹤0.01%
+200
New +$16.3K
DELL icon
3600
CALL
Dell
DELL
$283B
$180 ﹤0.01%
+100
New +$13.4K
142 143
144
145 146

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

HighTower Advisors's Q2 2024 Portfolio in Review

As of Q2 2024, HighTower Advisors held 3,995 positions worth $64.7B, up 4.8% from $61.7B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $2.46B of net new capital in Q2 2024, opening 390 new positions and adding to 1,526 existing holdings. Its largest new stake was Invesco QQQ Trust: 1,029,639 shares worth $493M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $125M trimmed.

  • HighTower Advisors's largest Q2 2024 buy was Invesco QQQ Trust: 1,029,639 shares worth $493M.
  • HighTower Advisors added most to ExxonMobil in Q2 2024, an estimated $326M increase.
  • HighTower Advisors's biggest Q2 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $125M.
  • HighTower Advisors fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $308M.
  • HighTower Advisors's ten largest holdings make up 19% of its $64.7B portfolio in Q2 2024.
  • HighTower Advisors opened 390 new positions and closed 329 in Q2 2024.
  • HighTower Advisors's portfolio value rose 4.8% quarter-over-quarter to $64.7B.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.