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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
BWLP icon
4076
BW LPG
BWLP
$3.31B
– –
-15,175
Closed -$219K
CNR
4077
Core Natural Resources Inc
CNR
$4.19B
– –
-7,425
Closed -$778K
BWIN
4078
Baldwin Insurance Group
BWIN
$2.58B
– –
-4,007
Closed -$202K
IJUN
4079
Innovator International Developed Power Buffer ETF - June
IJUN
$78.6M
– –
-139,530
Closed -$3.65M
OS
4080
DELISTED
OneStream Inc
OS
– –
-6,577
Closed -$222K
CPSA
4081
Calamos S&P 500 Structured Alt Protection ETF - August
CPSA
$44.6M
– –
-16,286
Closed -$404K
QVCGA
4082
DELISTED
QVC Group Inc Series A
QVCGA
– –
-389
Closed -$8K
FNA
4083
DELISTED
Paragon 28, Inc.
FNA
– –
-12,328
Closed -$83K
AMPS
4084
DELISTED
Altus Power
AMPS
– –
-13,023
Closed -$41K
CUTR
4085
DELISTED
Cutera, Inc.
CUTR
– –
-65,395
Closed -$51K
SILV
4086
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
– –
-20,179
Closed -$187K
RVNC
4087
DELISTED
Revance Therapeutics, Inc.
RVNC
– –
-147,400
Closed -$765K
IBTE
4088
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
– –
-422,909
Closed -$10.1M
BSCO
4089
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
– –
-163,468
Closed -$3.46M
BSMO
4090
DELISTED
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
– –
-51,299
Closed -$1.27M
IBHD
4091
DELISTED
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
– –
-34,204
Closed -$795K
AY
4092
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
– –
-12,710
Closed -$278K
MOND
4093
DELISTED
Mondee Holdings, Inc. Class A Common Stock
MOND
– –
-17,714
Closed -$25K
MRO
4094
DELISTED
Marathon Oil Corporation
MRO
– –
-472,110
Closed -$12.6M
HIE
4095
DELISTED
Miller/Howard High Income Equity Fund
HIE
– –
-50,673
Closed -$615K
ORAN
4096
DELISTED
Orange
ORAN
– –
-98,446
Closed -$1.13M
TELL
4097
DELISTED
Tellurian Inc.
TELL
– –
-47,005
Closed -$46K
VGR
4098
DELISTED
Vector Group Ltd.
VGR
– –
-15,031
Closed -$225K
SWN
4099
DELISTED
Southwestern Energy Company
SWN
– –
-55,584
Closed -$393K
NTG
4100
DELISTED
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
– –
-26,617
Closed -$1.26M
161 162 163
164
165

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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.