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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
PG icon
26
Procter & Gamble
PG
$343B
$421M 0.58%
2,511,046
+215,226
+9% +$36.7M
VTV icon
27
Vanguard Value ETF
VTV
$189B
$415M 0.57%
2,453,000
+173,681
+8% +$30.5M
COST icon
28
Costco
COST
$415B
$411M 0.56%
448,899
+66,315
+17% +$61.5M
SCHF icon
29
Schwab International Equity ETF
SCHF
$65.6B
$404M 0.55%
21,862,447
+1,549,325
+8% +$30.2M
GLD icon
30
SPDR Gold Trust
GLD
$131B
$398M 0.54%
1,645,767
-7,092
-0.4% -$1.74M
HD icon
31
Home Depot
HD
$332B
$396M 0.54%
1,019,204
+97,980
+11% +$40M
PEP icon
32
PepsiCo
PEP
$186B
$381M 0.52%
2,506,274
+2,432
+0.1% +$398K
META icon
33
Meta Platforms (Facebook)
META
$1.51T
$364M 0.5%
622,364
+15,256
+3% +$8.95M
LLY icon
34
Eli Lilly
LLY
$1.07T
$363M 0.5%
470,367
+59,169
+14% +$49M
IJR icon
35
iShares Core S&P Small-Cap ETF
IJR
$109B
$361M 0.49%
3,128,895
+123,763
+4% +$14.8M
TSLA icon
36
Tesla
TSLA
$1.24T
$351M 0.48%
869,340
-5,279
-0.6% -$1.7M
MCD icon
37
McDonald's
MCD
$188B
$349M 0.48%
1,204,806
+151,368
+14% +$45.1M
IBM icon
38
IBM
IBM
$202B
$347M 0.48%
1,580,064
+156,269
+11% +$34.8M
CVX icon
39
Chevron
CVX
$388B
$327M 0.45%
2,260,590
+166,441
+8% +$25.5M
IEFA icon
40
iShares Core MSCI EAFE ETF
IEFA
$186B
$327M 0.45%
4,656,028
-242,463
-5% -$17.9M
MRK icon
41
Merck
MRK
$324B
$314M 0.43%
3,151,875
+282,865
+10% +$29.2M
ORCL icon
42
Oracle
ORCL
$331B
$308M 0.42%
1,846,892
+297,503
+19% +$52.8M
MA icon
43
Mastercard
MA
$477B
$301M 0.41%
572,015
+88,518
+18% +$45.8M
WMT icon
44
Walmart Inc
WMT
$871B
$288M 0.39%
3,184,020
-28,093
-0.9% -$2.44M
UNH icon
45
UnitedHealth
UNH
$382B
$282M 0.39%
557,932
-30,547
-5% -$17.4M
DIS icon
46
Walt Disney
DIS
$165B
$281M 0.38%
2,523,138
+40,672
+2% +$4.27M
ABBV icon
47
AbbVie
ABBV
$458B
$280M 0.38%
1,573,829
+100,318
+7% +$18.4M
SCHM icon
48
Schwab US Mid-Cap ETF
SCHM
$14.6B
$279M 0.38%
10,077,570
+302,577
+3% +$8.62M
CSCO icon
49
Cisco
CSCO
$450B
$274M 0.37%
4,629,736
+85,403
+2% +$4.88M
SIXA icon
50
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$504M
$274M 0.37%
6,186,373
+215,695
+4% +$9.81M
1
2
3 4 5

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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.