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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 | |
|---|---|---|---|---|---|---|
3676
PUT
Applovin
APP
$132B
| $1.38K | ﹤0.01% |
+1,500
| New | +$379K |
|
3677
CALL
Dominion Energy
D
$62.5B
| $1.36K | ﹤0.01% |
+400
| New | +$22.8K |
|
3678
CALL
Plug Power
PLUG
$2.92B
| $1.35K | ﹤0.01% |
5,000
-1,000
| -17% | -$2.18K |
|
3679
CALL
Wynn Resorts
WYNN
$10.1B
| $1.34K | ﹤0.01% |
600
-20,000
| -97% | -$1.89M |
|
3680
PUT
McDonald's
MCD
$188B
| $1.3K | ﹤0.01% |
500
| – | – |
|
3681
CALL
Golar LNG
GLNG
$4.95B
| $1.26K | ﹤0.01% |
200
-200
| -50% | -$7.79K |
|
|
CTRA
3682
CALL
DELISTED
Coterra Energy
CTRA
| $1.23K | ﹤0.01% |
+7,000
| New | +$174K |
|
3683
CALL
Bath & Body Works
BBWI
$4.01B
| $1.2K | ﹤0.01% |
+300
| New | +$10K |
|
3684
PUT
Chubb
CB
$140B
| $1.2K | ﹤0.01% |
4,000
-15,000
| -79% | -$4.26M |
|
3685
CALL
Trump Media & Technology Group
DJT
$2.37B
| $1.14K | ﹤0.01% |
1,000
-1,500
| -60% | -$47.7K |
|
3686
CALL
Pinduoduo
PDD
$118B
| $1.09K | ﹤0.01% |
+1,000
| New | +$116K |
|
3687
PUT
iShares MSCI EAFE ETF
EFA
$76.4B
| $1.03K | ﹤0.01% |
800
-200
| -20% | -$15.8K |
|
3688
CALL
Weibo
WB
$1.9B
| $1K | ﹤0.01% |
10,000
| – | – |
|
3689
PUT
Tenet Healthcare
THC
$20.1B
| $945 | ﹤0.01% |
+100
| New | +$14.9K |
|
3690
CALL
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
| $925 | ﹤0.01% |
+100
| New | +$14.3K |
|
3691
CALL
C3.ai
AI
$1.27B
| $899 | ﹤0.01% |
+900
| New | +$27.9K |
|
3692
CALL
Kenvue
KVUE
$37B
| $898 | ﹤0.01% |
100
| – | – |
|
3693
PUT
iShares Silver Trust
SLV
$28.1B
| $890 | ﹤0.01% |
+1,500
| New | +$42.9K |
|
|
3694
PUT
C3.ai
AI
$1.27B
| $875 | ﹤0.01% |
+600
| New | +$18.6K |
|
|
3695
CALL
Chubb
CB
$140B
| $810 | ﹤0.01% |
600
-400
| -40% | -$114K |
|
3696
CALL
Sysco
SYY
$39.7B
| $770 | ﹤0.01% |
100
| – | – |
|
3697
CALL
Cardinal Health
CAH
$53.4B
| $765 | ﹤0.01% |
+100
| New | +$11.7K |
|
|
MTTR
3698
CALL
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $756 | ﹤0.01% |
12,600
-32,800
| -72% | -$156K |
|
3699
CALL
Accenture
ACN
$89.9B
| $751 | ﹤0.01% |
+700
| New | +$252K |
|
3700
CALL
TeraWulf
WULF
$9.15B
| $700 | ﹤0.01% |
17,500
+10,500
| +150% | +$67.7K |
|
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.