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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
ONEQ icon
376
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$33.1M 0.05%
435,231
-64,156
-13% -$4.8M
INDA icon
377
iShares MSCI India ETF
INDA
$6.71B
$33M 0.05%
627,144
+40,483
+7% +$2.23M
BIV icon
378
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$32.9M 0.05%
440,844
+21,736
+5% +$1.65M
TPL icon
379
Texas Pacific Land
TPL
$28.9B
$32.9M 0.05%
89,238
-7,455
-8% -$3.05M
AGGY icon
380
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$924M
$32.7M 0.04%
762,651
+36,335
+5% +$1.59M
IBDT icon
381
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$32.6M 0.04%
1,309,592
+73,812
+6% +$1.85M
IBDS icon
382
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
– –
0
– –
SOXX icon
383
iShares Semiconductor ETF
SOXX
$44.2B
$32.4M 0.04%
150,220
-7,408
-5% -$1.65M
DFUS
384
Dimensional US Equity ETF
DFUS
$20.7B
$32.3M 0.04%
507,143
-1,578
-0.3% -$101K
BBCA icon
385
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
$32.2M 0.04%
456,572
-3,749
-0.8% -$273K
DISV icon
386
Dimensional International Small Cap Value ETF
DISV
$4.85B
$32.1M 0.04%
1,207,345
+19,017
+2% +$522K
AMT icon
387
American Tower
AMT
$77.7B
$32M 0.04%
174,396
-5,932
-3% -$1.23M
VV icon
388
Vanguard Large-Cap ETF
VV
$51.9B
$31.9M 0.04%
118,250
-29
-0% -$7.86K
IBDU icon
389
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
$31.8M 0.04%
1,395,420
+126,181
+10% +$2.91M
DIA icon
390
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$31.8M 0.04%
74,633
-1,723
-2% -$746K
VUSB icon
391
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
$31.8M 0.04%
639,879
+89,418
+16% +$4.44M
CCJ icon
392
Cameco
CCJ
$38.3B
$31.7M 0.04%
616,179
-1,359
-0.2% -$74K
KMI icon
393
Kinder Morgan
KMI
$73.1B
$31.4M 0.04%
1,146,501
-161,980
-12% -$4.22M
SGOV icon
394
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$31.4M 0.04%
312,875
-42,369
-12% -$4.26M
ALLE icon
395
Allegion
ALLE
$13B
$31.3M 0.04%
239,735
+1,875
+0.8% +$265K
MINT icon
396
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$31.3M 0.04%
311,900
+23,681
+8% +$2.38M
BNY
397
Bank of New York Mellon
BNY
$108B
$31.3M 0.04%
406,927
+80,555
+25% +$6.23M
MPC icon
398
Marathon Petroleum
MPC
$90.3B
$31M 0.04%
222,310
-2,403
-1% -$367K
IWP icon
399
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$30.9M 0.04%
244,064
+6,844
+3% +$870K
REET icon
400
iShares Global REIT ETF
REET
$5.12B
$30.9M 0.04%
1,290,038
-234,441
-15% -$5.99M
14 15
16
17 18

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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.