We are live on
!
Find out more
HighTower Advisors Portfolio holdings
AUM
$94.2B
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
+7.52%
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
$70B
AUM Growth
+$5.31B
(+8.2%)
Cap. Flow
-$1.28B
Cap. Flow
% of AUM
-1.83%
Top 10 Holdings %
Top 10 Hldgs %
18.76%
Holding
4,050
New
386
Increased
1,661
Reduced
1,461
Closed
319
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Morgan Stanley
MS
|
+$57.4M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$37.6M |
| 3 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$35.9M |
| 4 |
Truist Financial
TFC
|
+$34.1M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$33.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$2.08B |
| 2 |
Apple
AAPL
|
+$70.3M |
| 3 |
Blackrock
BLK
|
+$65.2M |
| 4 |
Lam Research
LRCX
|
+$62.8M |
| 5 |
SharkNinja
SN
|
+$41.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.57% |
| 2 | Financials | 9.89% |
| 3 | Consumer Discretionary | 6.39% |
| 4 | Healthcare | 6.15% |
| 5 | Industrials | 5.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3576
CALL
Lumen
LUMN
$6.53B
| $4.7K | ﹤0.01% |
+2,800
| New | +$12K |
|
3577
PUT
TSMC
TSM
$2.09T
| $4.7K | ﹤0.01% |
2,000
-94,100
| -98% | -$16M |
|
3578
CALL
Visa
V
$677B
| $4.63K | ﹤0.01% |
+1,000
| New | +$270K |
|
3579
CALL
CleanSpark
CLSK
$3.73B
| $4.59K | ﹤0.01% |
3,600
+2,000
| +125% | +$25.4K |
|
3580
CALL
AdaptHealth
AHCO
$1.46B
| $4.55K | ﹤0.01% |
+1,000
| New | +$10.6K |
|
|
CGC
3581
CALL
Canopy Growth
CGC
$375M
| $4.52K | ﹤0.01% |
4,000
-4,000
| -50% | -$24.2K |
|
3582
CALL
UnitedHealth
UNH
$382B
| $4.45K | ﹤0.01% |
300
-39,700
| -99% | -$22.5M |
|
3583
CALL
State Street SPDR S&P Biotech ETF
XBI
$10.1B
| $4.42K | ﹤0.01% |
200
| – | – |
|
3584
CALL
Starbucks
SBUX
$118B
| $4.26K | ﹤0.01% |
200
| – | – |
|
|
ESPR
3585
CALL
DELISTED
Esperion Therapeutics
ESPR
| $4.25K | ﹤0.01% |
17,000
+4,000
| +31% | +$8.08K |
|
3586
CALL
Marvell Technology
MRVL
$174B
| $4.22K | ﹤0.01% |
300
+100
| +50% | +$6.91K |
|
3587
CALL
Bristol-Myers Squibb
BMY
$127B
| $4.07K | ﹤0.01% |
+2,600
| New | +$122K |
|
3588
CALL
Robinhood
HOOD
$85.2B
| $4.04K | ﹤0.01% |
1,000
-1,100
| -52% | -$23.2K |
|
3589
PUT
Carnival Corporation Ltd
CCL
$36.1B
| $3.8K | ﹤0.01% |
16,300
+3,400
| +26% | +$57.6K |
|
3590
CALL
Box
BOX
$4.02B
| $3.75K | ﹤0.01% |
15,000
| – | – |
|
3591
CALL
Dollar General
DG
$25.9B
| $3.7K | ﹤0.01% |
+1,000
| New | +$110K |
|
3592
PUT
L3Harris
LHX
$55.9B
| $3.6K | ﹤0.01% |
+1,500
| New | +$346K |
|
3593
CALL
Occidental Petroleum
OXY
$57B
| $3.59K | ﹤0.01% |
2,000
-38,000
| -95% | -$2.17M |
|
3594
CALL
Macy's
M
$6.15B
| $3.42K | ﹤0.01% |
+2,500
| New | +$40.6K |
|
3595
CALL
Match Group
MTCH
$8.84B
| $3.39K | ﹤0.01% |
+1,000
| New | +$35K |
|
3596
CALL
Transocean
RIG
$5.92B
| $3.3K | ﹤0.01% |
5,600
+5,400
| +2,700% | +$26.6K |
|
3597
CALL
VanEck Junior Gold Miners ETF
GDXJ
$7.06B
| $3.29K | ﹤0.01% |
400
-23,300
| -98% | -$1.07M |
|
3598
PUT
TJX Companies
TJX
$170B
| $3.09K | ﹤0.01% |
+1,700
| New | +$195K |
|
3599
CALL
Wrap Technologies
WRAP
$94.8M
| $3.06K | ﹤0.01% |
18,000
-2,000
| -10% | -$3.24K |
|
3600
CALL
Palo Alto Networks
PANW
$264B
| $3K | ﹤0.01% |
200
| – | – |
|
Similar funds
HighTower Advisors's Q3 2024 Portfolio in Review
As of Q3 2024, HighTower Advisors held 4,050 positions worth $70B, up 8.2% from $64.7B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
HighTower Advisors's Q3 2024 filing shows 386 new, 1,661 increased, 1,461 reduced and 319 closed positions. Its largest new stake was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M. The largest sale was Microsoft, an estimated $2.08B.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
- HighTower Advisors's largest Q3 2024 buy was Invesco KBW Property & Casualty Insurance ETF: 193,791 shares worth $22.4M.
- HighTower Advisors added most to Morgan Stanley in Q3 2024, an estimated $57.4M increase.
- HighTower Advisors's biggest Q3 2024 reduction was Apple, cutting an estimated $70.3M.
- HighTower Advisors fully exited Microsoft in Q3 2024, selling an estimated $2.08B.
- HighTower Advisors's ten largest holdings make up 19% of its $70B portfolio in Q3 2024.
- HighTower Advisors opened 386 new positions and closed 319 in Q3 2024.
- HighTower Advisors's portfolio value rose 8.2% quarter-over-quarter to $70B.
Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.