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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
+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
Cap. Flow
-$1.28B
Cap. Flow %
-1.83%
Top 10 Hldgs %
18.76%
Holding
4,050
New
386
Increased
1,661
Reduced
1,461
Closed
319

Top Buys

Rank Stock Value
1
MS icon
Morgan Stanley
MS
+$57.4M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$37.6M
3
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$35.9M
4
TFC icon
Truist Financial
TFC
+$34.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.9M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.08B
2
AAPL icon
Apple
AAPL
+$70.3M
3
BLK icon
Blackrock
BLK
+$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
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
F icon
3801
CALL
Ford
F
$57.3B
– –
-100
Closed -$130
FAX
3802
abrdn Asia-Pacific Income Fund
FAX
$590M
– –
-45,744
Closed -$743K
FDX icon
3803
CALL
FedEx
FDX
$74.5B
– –
-70,200
Closed -$1.59M
FLIA icon
3804
Franklin International Aggregate Bond ETF
FLIA
$765M
– –
-11,756
Closed -$237K
FLN icon
3805
First Trust Latin America AlphaDEX Fund
FLN
$37.1M
– –
-16,029
Closed -$283K
FMQQ icon
3806
FMQQ The Next Frontier Internet & Ecommerce ETF
FMQQ
$19.9M
– –
-12,833
Closed -$158K
FOA icon
3807
Finance of America Companies
FOA
$204M
– –
-9,753
Closed -$48K
FOXA icon
3808
Fox Class A
FOXA
$23.2B
– –
-11,439
Closed -$391K
FRO icon
3809
Frontline
FRO
$8.75B
– –
-26,553
Closed -$687K
FTF
3810
Franklin Limited Duration Income Trust
FTF
$233M
– –
-45,614
Closed -$287K
FTRE icon
3811
Fortrea Holdings
FTRE
$1.85B
– –
-11,810
Closed -$273K
FTRI icon
3812
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$124M
– –
-44,645
Closed -$578K
GDX icon
3813
PUT
VanEck Gold Miners ETF
GDX
$23B
– –
-18,500
Closed -$9.77K
GE icon
3814
CALL
GE Aerospace
GE
$367B
– –
-40,000
Closed -$400
GE icon
3815
PUT
GE Aerospace
GE
$367B
– –
-1,000
Closed -$1.37K
GFL icon
3816
GFL Environmental
GFL
$14.3B
– –
-6,333
Closed -$244K
GHI icon
3817
Greystone Housing Impact Investors LP
GHI
$121M
– –
-10,943
Closed -$162K
GILD icon
3818
CALL
Gilead Sciences
GILD
$161B
– –
-5,100
Closed -$4.49K
GLO
3819
Clough Global Opportunities Fund
GLO
$249M
– –
-36,807
Closed -$192K
GMAR icon
3820
FT Vest US Equity Moderate Buffer ETF March
GMAR
$394M
– –
-60,980
Closed -$2.16M
GMS
3821
DELISTED
GMS Inc
GMS
– –
-3,491
Closed -$281K
GOOG icon
3822
CALL
Alphabet (Google) Class C
GOOG
$3.9T
– –
-300
Closed -$1.71K
GUG
3823
Guggenheim Active Allocation Fund
GUG
$508M
– –
-36,004
Closed -$535K
GWH icon
3824
ESS Tech
GWH
$22.1M
– –
-9,248
Closed -$113K
HAFC icon
3825
Hanmi Financial
HAFC
$943M
– –
-12,360
Closed -$204K
151 152
153
154 155

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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.