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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
DEA
3851
Easterly Government Properties
DEA
$1.18B
– –
-4,425
Closed -$152K
DG icon
3852
CALL
Dollar General
DG
$25.9B
– –
-1,000
Closed -$3.7K
DKS icon
3853
PUT
Dick's Sporting Goods
DKS
$18.4B
– –
-15,000
Closed -$40.1K
DNB
3854
DELISTED
Dun & Bradstreet
DNB
– –
-15,312
Closed -$176K
DRVN icon
3855
Driven Brands
DRVN
$2.25B
– –
-29,161
Closed -$414K
EBAY icon
3856
CALL
eBay
EBAY
$48.6B
– –
-1,000
Closed -$50
ECAT icon
3857
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.5B
– –
-22,500
Closed -$399K
ECON icon
3858
Columbia Emerging Markets Consumer ETF
ECON
$327M
– –
-114,478
Closed -$2.58M
EDIV icon
3859
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
– –
-30,448
Closed -$1.14M
EEM icon
3860
CALL
iShares MSCI Emerging Markets ETF
EEM
$28B
– –
-10,000
Closed -$1.68K
EEMS icon
3861
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$354M
– –
-4,302
Closed -$273K
EML icon
3862
Eastern Company
EML
$146M
– –
-7,100
Closed -$231K
ENPH icon
3863
CALL
Enphase Energy
ENPH
$4.84B
– –
-100
Closed -$344
ENPH icon
3864
PUT
Enphase Energy
ENPH
$4.84B
– –
-3,600
Closed -$31.8K
EQLS
3865
DELISTED
Simplify Market Neutral Equity Long/Short ETF
EQLS
– –
-11,600
Closed -$250K
EQX icon
3866
Equinox Gold
EQX
$7.32B
– –
-10,276
Closed -$62K
ERO icon
3867
Ero Copper
ERO
$2.71B
– –
-50,147
Closed -$1.11M
ETN icon
3868
PUT
Eaton
ETN
$157B
– –
-500
Closed -$325
EWJ icon
3869
CALL
iShares MSCI Japan ETF
EWJ
$21.7B
– –
-200
Closed -$783
EWT icon
3870
iShares MSCI Taiwan ETF
EWT
$10B
– –
-4,149
Closed -$223K
FBY icon
3871
YieldMax META Option Income Strategy ETF
FBY
$88.6M
– –
-10,000
Closed -$199K
FCG icon
3872
First Trust Natural Gas ETF
FCG
$632M
– –
-19,619
Closed -$467K
FCX icon
3873
PUT
Freeport-McMoran
FCX
$90B
– –
-100
Closed -$327
FEP icon
3874
First Trust Europe AlphaDEX Fund
FEP
$513M
– –
-5,413
Closed -$210K
FEUZ icon
3875
First Trust Eurozone AlphaDEX
FEUZ
$133M
– –
-4,812
Closed -$210K
153 154
155
156 157

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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.