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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 | |
|---|---|---|---|---|---|---|
3651
IN8bio
INAB
$11.5M
| $2.57K | ﹤0.01% |
333
| – | – |
|
3652
CALL
UiPath
PATH
$5.62B
| $2.53K | ﹤0.01% |
2,800
+1,000
| +56% | +$13.2K |
|
3653
CALL
Arista Networks
ANET
$219B
| $2.5K | ﹤0.01% |
+300
| New | +$30.9K |
|
3654
CALL
Vertiv
VRT
$112B
| $2.48K | ﹤0.01% |
+100
| New | +$11.9K |
|
3655
PUT
Leidos
LDOS
$14.1B
| $2.42K | ﹤0.01% |
1,000
| – | – |
|
3656
PUT
Costco
COST
$415B
| $2.4K | ﹤0.01% |
500
| – | – |
|
3657
CALL
Cleveland-Cliffs
CLF
$6.81B
| $2.34K | ﹤0.01% |
+3,600
| New | +$43.4K |
|
3658
CALL
Goldman Sachs
GS
$313B
| $2.25K | ﹤0.01% |
+500
| New | +$279K |
|
3659
CALL
American Tower
AMT
$77.7B
| $2.21K | ﹤0.01% |
100
| – | – |
|
3660
PUT
Automatic Data Processing
ADP
$100B
| $2.16K | ﹤0.01% |
600
| – | – |
|
3661
CALL
Cisco
CSCO
$450B
| $2.15K | ﹤0.01% |
+5,000
| New | +$286K |
|
|
BNBX
3662
DELISTED
BNB PLUS CORP
BNBX
| $2.09K | ﹤0.01% |
+14
| New | +$2.43K |
|
3663
CALL
Merck
MRK
$324B
| $2.08K | ﹤0.01% |
5,000
+4,600
| +1,150% | +$474K |
|
3664
CALL
The GEO Group
GEO
$4.13B
| $1.93K | ﹤0.01% |
+200
| New | +$4.43K |
|
3665
CALL
Beyond Meat
BYND
$288M
| $1.89K | ﹤0.01% |
+5,400
| New | +$28.7K |
|
3666
CALL
VF Corp
VFC
$6.68B
| $1.84K | ﹤0.01% |
1,000
-1,200
| -55% | -$24.4K |
|
3667
CALL
iShares Expanded Tech-Software Sector ETF
IGV
$11.8B
| $1.8K | ﹤0.01% |
+15,000
| New | +$1.49M |
|
3668
PUT
Trump Media & Technology Group
DJT
$2.37B
| $1.78K | ﹤0.01% |
1,600
+1,200
| +300% | +$38.1K |
|
3669
CALL
Full Truck Alliance
YMM
$9.56B
| $1.75K | ﹤0.01% |
+5,000
| New | +$48.8K |
|
3670
CALL
Advanced Micro Devices
AMD
$851B
| $1.74K | ﹤0.01% |
1,000
-45,600
| -98% | -$6.56M |
|
3671
PUT
ServiceNow
NOW
$102B
| $1.59K | ﹤0.01% |
500
-50,000
| -99% | -$10.1M |
|
3672
CALL
Akamai
AKAM
$16.8B
| $1.52K | ﹤0.01% |
100
| – | – |
|
|
SUP
3673
CALL
DELISTED
Superior Industries International
SUP
| $1.5K | ﹤0.01% |
10,000
| – | – |
|
3674
CALL
Comcast
CMCSA
$79.1B
| $1.45K | ﹤0.01% |
+2,500
| New | +$104K |
|
3675
CALL
iShares Silver Trust
SLV
$28.1B
| $1.43K | ﹤0.01% |
7,500
+2,300
| +44% | +$65.7K |
|
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.