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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
+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
Cap. Flow
+$6.15B
Cap. Flow %
8.41%
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.14B
2
SN icon
SharkNinja
SN
+$220M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

Rank Stock Value
1
TTGT icon
TechTarget
TTGT
+$32.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
3
LYB icon
LyondellBasell Industries
LYB
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
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
SUB icon
351
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$38.7M 0.05%
366,922
+22,900
+7% +$2.42M
USB icon
352
US Bancorp
USB
$99.6B
$38.5M 0.05%
805,517
-23,613
-3% -$1.16M
NOC icon
353
Northrop Grumman
NOC
$77B
$38.3M 0.05%
81,642
+22,121
+37% +$11.1M
VYMI icon
354
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
$38.3M 0.05%
563,532
+91,921
+19% +$6.5M
VMBS icon
355
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$38M 0.05%
837,896
+134,638
+19% +$6.19M
TRV icon
356
Travelers Companies
TRV
$80.8B
$37.7M 0.05%
156,519
+32,285
+26% +$8.06M
ICE icon
357
Intercontinental Exchange
ICE
$82.4B
$37.6M 0.05%
252,291
-3,609
-1% -$572K
FNDX icon
358
Schwab Fundamental US Large Company Index ETF
FNDX
$26.4B
$36.5M 0.05%
1,539,547
-6,938
-0.4% -$168K
IEF icon
359
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$36.4M 0.05%
393,448
-80,138
-17% -$7.57M
VCSH icon
360
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$36.2M 0.05%
464,082
-18,951
-4% -$1.49M
DOW icon
361
Dow Inc
DOW
$21.6B
$36.1M 0.05%
898,947
+93,269
+12% +$4.35M
VONV icon
362
Vanguard Russell 1000 Value ETF
VONV
$20.4B
$35.9M 0.05%
442,451
+24,854
+6% +$2.09M
SPTI icon
363
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$35.9M 0.05%
1,287,571
+210,083
+19% +$5.94M
QLTA icon
364
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.26B
$35.9M 0.05%
766,344
+54,662
+8% +$2.61M
VOOG icon
365
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
$35.8M 0.05%
586,320
+5,676
+1% +$340K
FIXD icon
366
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.23B
$35.2M 0.05%
819,119
-30,834
-4% -$1.35M
CPRT icon
367
Copart
CPRT
$25.9B
$35.1M 0.05%
611,320
+379,943
+164% +$21.6M
HUBG icon
368
HUB Group
HUBG
$3.01B
$35M 0.05%
785,322
-1,579
-0.2% -$73.7K
PWR icon
369
Quanta Services
PWR
$93.9B
$34.9M 0.05%
110,283
+11,659
+12% +$3.75M
VOE icon
370
Vanguard Mid-Cap Value ETF
VOE
$23.7B
$34.8M 0.05%
214,861
+7,962
+4% +$1.34M
PTF icon
371
Invesco Dorsey Wright Technology Momentum ETF
PTF
$632M
$34.6M 0.05%
476,565
-693
-0.1% -$49.1K
PKB icon
372
Invesco Building & Construction ETF
PKB
$438M
$34.6M 0.05%
456,682
-670
-0.1% -$54.6K
MRVL icon
373
Marvell Technology
MRVL
$174B
$34.2M 0.05%
309,349
+4,533
+1% +$421K
STWD icon
374
Starwood Property Trust
STWD
$6.12B
$34.1M 0.05%
1,800,235
+74,762
+4% +$1.48M
LNG icon
375
Cheniere Energy
LNG
$56.5B
$34.1M 0.05%
158,599
-920
-0.6% -$187K
13 14
15
16 17

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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.