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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 | |
|---|---|---|---|---|---|---|
451
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
| $25M | 0.03% |
227,222
+87,667
| +63% | +$9.67M |
|
452
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.3B
| $25M | 0.03% |
818,034
+29,331
| +4% | +$908K |
|
453
Fortinet
FTNT
$112B
| $25M | 0.03% |
264,202
-774
| -0.3% | -$68.8K |
|
454
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
| $24.9M | 0.03% |
305,687
+47,654
| +18% | +$3.46M |
|
455
Newmont
NEM
$98.2B
| $24.9M | 0.03% |
669,578
-7,504
| -1% | -$342K |
|
456
Vanguard Energy ETF
VDE
$10.1B
| $24.9M | 0.03% |
205,185
+8,370
| +4% | +$1.07M |
|
457
Martin Marietta Materials
MLM
$33.6B
| $24.6M | 0.03% |
47,705
-1,558
| -3% | -$884K |
|
458
Vanguard Russell 3000 ETF
VTHR
$4.63B
| $24.5M | 0.03% |
94,327
-461
| -0.5% | -$121K |
|
459
Airbnb
ABNB
$83.7B
| $24.5M | 0.03% |
186,440
-4,642
| -2% | -$625K |
|
460
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$646M
| $24.4M | 0.03% |
969,627
+174,699
| +22% | +$4.42M |
|
461
Dominion Energy
D
$62.5B
| $24.4M | 0.03% |
452,219
+57,796
| +15% | +$3.3M |
|
462
Unilever
UL
$131B
| $24.1M | 0.03% |
378,124
+15,656
| +4% | +$1.06M |
|
463
Dimensional Emerging Markets Value ETF
DFEV
$1.93B
| $24M | 0.03% |
915,529
-72,615
| -7% | -$1.99M |
|
464
Fidelity MSCI Energy Index ETF
FENY
$2.02B
| $23.9M | 0.03% |
1,004,150
+121,506
| +14% | +$3.04M |
|
465
Ameriprise Financial
AMP
$46.8B
| $23.9M | 0.03% |
44,906
+1,432
| +3% | +$764K |
|
466
iShares Core Universal USD Bond ETF
IUSB
$42.6B
| $23.8M | 0.03% |
526,615
-110,671
| -17% | -$5.08M |
|
467
Paychex
PAYX
$40.4B
| $23.7M | 0.03% |
169,309
+25,755
| +18% | +$3.66M |
|
468
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
| $23.7M | 0.03% |
954,457
+645
| +0.1% | +$16.7K |
|
469
iShares Floating Rate Bond ETF
FLOT
$10.1B
| $23.7M | 0.03% |
465,264
+141,391
| +44% | +$7.2M |
|
|
SKX
470
DELISTED
Skechers
SKX
| $23.5M | 0.03% |
349,468
+101,442
| +41% | +$6.58M |
|
471
Daily Journal
DJCO
$792M
| $23.5M | 0.03% |
41,336
| – | – |
|
472
KLA
KLAC
$275B
| $23.4M | 0.03% |
371,730
-61,010
| -14% | -$4.12M |
|
473
Cincinnati Financial
CINF
$28.3B
| $23.4M | 0.03% |
162,915
-1,840
| -1% | -$269K |
|
474
Innovator US Equity Power Buffer ETF August
PAUG
$858M
| $23.4M | 0.03% |
607,484
-53,567
| -8% | -$2.05M |
|
475
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.41B
| $23.4M | 0.03% |
576,906
+15,476
| +3% | +$642K |
|
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.