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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
(+4.5%)
Cap. Flow
+$6.15B
Cap. Flow
% of AUM
8.41%
Top 10 Holdings %
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$2.14B |
| 2 |
SharkNinja
SN
|
+$220M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$145M |
| 4 |
Apple
AAPL
|
+$101M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$88.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TechTarget
TTGT
|
+$32.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$29.7M |
| 3 |
LyondellBasell Industries
LYB
|
+$25.1M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$24.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
| $28.2M | 0.04% |
683,614
+7,637
| +1% | +$317K |
|
427
Vanguard Industrials ETF
VIS
$8.23B
| $28M | 0.04% |
109,902
+18,941
| +21% | +$5.04M |
|
428
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
| $27.7M | 0.04% |
239,599
-79,005
| -25% | -$9.22M |
|
429
Broadridge
BR
$17.2B
| $27.5M | 0.04% |
121,742
+1,881
| +2% | +$421K |
|
430
State Street Blackstone Senior Loan ETF
SRLN
$5.31B
| $27.4M | 0.04% |
657,541
+89,638
| +16% | +$3.75M |
|
431
VanEck Long Muni ETF
MLN
$683M
| $27.4M | 0.04% |
1,529,679
-142,513
| -9% | -$2.57M |
|
432
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
| $27.3M | 0.04% |
306,881
+6,096
| +2% | +$556K |
|
433
Invesco NASDAQ Internet ETF
PNQI
$501M
| $27.3M | 0.04% |
583,798
+7,540
| +1% | +$346K |
|
434
Alnylam Pharmaceuticals
ALNY
$36.3B
| $27.2M | 0.04% |
115,380
-410
| -0.4% | -$108K |
|
435
Baker Hughes
BKR
$56.8B
| $27.1M | 0.04% |
661,180
+76,470
| +13% | +$3.08M |
|
436
Marriott International
MAR
$98.7B
| $27.1M | 0.04% |
97,065
+3,888
| +4% | +$1.07M |
|
437
Invesco Water Resources ETF
PHO
$1.97B
| $27.1M | 0.04% |
411,275
+5,881
| +1% | +$410K |
|
438
Shell
SHEL
$245B
| $27.1M | 0.04% |
431,847
-31,950
| -7% | -$2.09M |
|
439
JD.com
JD
$40.8B
| $26.8M | 0.04% |
773,904
-86,195
| -10% | -$3.34M |
|
440
Enbridge
ENB
$124B
| $26.8M | 0.04% |
630,625
+110,203
| +21% | +$4.61M |
|
441
Citigroup
C
$222B
| $26.7M | 0.04% |
379,243
+24,949
| +7% | +$1.68M |
|
442
Uber
UBER
$134B
| $26.6M | 0.04% |
441,142
+29,905
| +7% | +$2.14M |
|
443
Snowflake
SNOW
$92.9B
| $26.5M | 0.04% |
171,888
+9,186
| +6% | +$1.29M |
|
444
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.7B
| $26.2M | 0.04% |
535,826
-31,458
| -6% | -$1.61M |
|
445
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
| $26.1M | 0.04% |
662,113
-5,603
| -0.8% | -$225K |
|
446
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
| – | – |
0
| – | – |
|
447
EOG Resources
EOG
$78B
| $25.8M | 0.04% |
210,107
+588
| +0.3% | +$75.1K |
|
448
iShares MSCI EAFE Value ETF
EFV
$27.6B
| $25.7M | 0.04% |
489,861
-3,278
| -0.7% | -$180K |
|
449
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
| $25.5M | 0.03% |
395,189
-21,746
| -5% | -$1.47M |
|
450
Omnicom Group
OMC
$22.7B
| $25.1M | 0.03% |
291,887
+14,637
| +5% | +$1.45M |
|
Similar funds
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.