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 | |
|---|---|---|---|---|---|---|
3676
CALL
Stem
STEM
$49.2M
| $400 | ﹤0.01% |
200
+100
| +100% | +$1.57K |
|
3677
CALL
2x Long VIX Futures ETF
UVIX
$286M
| $398 | ﹤0.01% |
2
+1
| +100% | +$1.13K |
|
3678
PUT
iShares MSCI EAFE ETF
EFA
$76.4B
| $393 | ﹤0.01% |
1,000
-1,000
| -50% | -$80.5K |
|
3679
CALL
Teucrium Wheat Fund
WEAT
$314M
| $375 | ﹤0.01% |
+600
| New | +$15.3K |
|
3680
PUT
Uber
UBER
$134B
| $365 | ﹤0.01% |
+500
| New | +$35.2K |
|
3681
CALL
BioMarin Pharmaceuticals
BMRN
$11.5B
| $350 | ﹤0.01% |
+200
| New | +$16.7K |
|
3682
CALL
Eos Energy Enterprises
EOSE
$1.23B
| $350 | ﹤0.01% |
5,000
| – | – |
|
3683
CALL
Oracle
ORCL
$331B
| $350 | ﹤0.01% |
+100
| New | +$14.5K |
|
3684
CALL
Enphase Energy
ENPH
$4.84B
| $344 | ﹤0.01% |
100
-200
| -67% | -$22.3K |
|
3685
PUT
Ameriprise Financial
AMP
$46.8B
| $338 | ﹤0.01% |
+100
| New | +$43.4K |
|
3686
PUT
Freeport-McMoran
FCX
$90B
| $327 | ﹤0.01% |
+100
| New | +$4.51K |
|
3687
PUT
Eaton
ETN
$157B
| $325 | ﹤0.01% |
500
-60,800
| -99% | -$18.6M |
|
3688
CALL
Shopify
SHOP
$148B
| $273 | ﹤0.01% |
100
-1,200
| -92% | -$82.9K |
|
3689
PUT
CAVA Group
CAVA
$7.22B
| $270 | ﹤0.01% |
2,000
+700
| +54% | +$71.1K |
|
3690
CALL
Albertsons Companies
ACI
$5.4B
| $267 | ﹤0.01% |
100
| – | – |
|
3691
PUT
Old Dominion Freight Line
ODFL
$48.5B
| $195 | ﹤0.01% |
300
| – | – |
|
3692
PUT
AbbVie
ABBV
$458B
| $180 | ﹤0.01% |
+100
| New | +$18.7K |
|
3693
PUT
Palantir
PLTR
$295B
| $180 | ﹤0.01% |
3,600
+1,600
| +80% | +$49.1K |
|
|
JWN
3694
CALL
DELISTED
Nordstrom
JWN
| $179 | ﹤0.01% |
+100
| New | +$2.22K |
|
3695
CALL
Oscar Health
OSCR
$8.5B
| $175 | ﹤0.01% |
+100
| New | +$1.8K |
|
3696
PUT
Visa
V
$677B
| $165 | ﹤0.01% |
700
-4,300
| -86% | -$1.16M |
|
3697
PUT
Atlassian
TEAM
$22B
| $155 | ﹤0.01% |
100
| – | – |
|
3698
CALL
Infosys
INFY
$45B
| $143 | ﹤0.01% |
+100
| New | +$2.19K |
|
3699
CALL
Plains All American Pipeline
PAA
$17.4B
| $135 | ﹤0.01% |
300
+200
| +200% | +$3.58K |
|
|
NVO
3700
CALL
Novo Nordisk
NVO
$216B
| $126 | ﹤0.01% |
+100
| New | +$13.3K |
|
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.