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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
ACHC icon
3651
Acadia Healthcare
ACHC
$3.17B
– –
-2,796
Closed -$223K
ACHR icon
3652
PUT
Archer Aviation
ACHR
$3.64B
– –
-2,000
Closed -$5.78K
ACMR icon
3653
ACM Research
ACMR
$5.83B
– –
-12,240
Closed -$352K
ACN icon
3654
CALL
Accenture
ACN
$89.9B
– –
-600
Closed -$4.46K
ADBE icon
3655
PUT
Adobe
ADBE
$89.5B
– –
-55,200
Closed -$581K
ADNT icon
3656
Adient
ADNT
$1.6B
– –
-11,144
Closed -$364K
AEHR icon
3657
Aehr Test Systems
AEHR
$2.48B
– –
-10,223
Closed -$124K
AEYE icon
3658
AudioEye
AEYE
$70.8M
– –
-15,000
Closed -$150K
AFRM icon
3659
PUT
Affirm
AFRM
$23.5B
– –
-30,000
Closed -$6.01K
AG icon
3660
CALL
First Majestic Silver
AG
$8.05B
– –
-500
Closed -$340
AGCO icon
3661
PUT
AGCO
AGCO
$8.78B
– –
-35,000
Closed -$8.75K
AGQ icon
3662
ProShares Ultra Silver
AGQ
$1.16B
– –
-8,500
Closed -$244K
AGYS icon
3663
Agilysys
AGYS
$2.78B
– –
-2,649
Closed -$222K
AI icon
3664
CALL
C3.ai
AI
$1.27B
– –
-6,000
Closed -$12.5K
ALB icon
3665
PUT
Albemarle
ALB
$13.5B
– –
-4,000
Closed -$437
ALL icon
3666
CALL
Allstate
ALL
$66.9B
– –
-100
Closed -$1.76K
AMWL icon
3667
American Well
AMWL
$181M
– –
-37,468
Closed -$608K
ANIP icon
3668
ANI Pharmaceuticals
ANIP
$1.77B
– –
-2,887
Closed -$205K
APA icon
3669
CALL
APA Corp
APA
$12.8B
– –
-600
Closed -$1.44K
APP icon
3670
PUT
Applovin
APP
$132B
– –
-600
Closed -$920
APTV icon
3671
CALL
Aptiv
APTV
$12B
– –
-100
Closed -$1.81K
ARBE icon
3672
Arbe Robotics
ARBE
$83.1M
– –
-25,000
Closed -$52K
ARKK icon
3673
PUT
ARK Innovation ETF
ARKK
$5.89B
– –
-6,400
Closed -$27.5K
ARM icon
3674
PUT
Arm
ARM
$278B
– –
-400
Closed -$825
ASG
3675
Liberty All-Star Growth Fund
ASG
$323M
– –
-12,496
Closed -$69K
145 146
147
148 149

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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.