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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 | |
|---|---|---|---|---|---|---|
576
VanEck Intermediate Muni ETF
ITM
$2.14B
| $16.8M | 0.02% |
364,622
+300,489
| +469% | +$13.9M |
|
577
Dimensional National Municipal Bond ETF
DFNM
$2.22B
| $16.8M | 0.02% |
350,658
+114,236
| +48% | +$5.5M |
|
578
Snap-on
SNA
$20.9B
| $16.7M | 0.02% |
49,226
+1,006
| +2% | +$340K |
|
579
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$655M
| $16.7M | 0.02% |
663,225
-5,507
| -0.8% | -$140K |
|
580
Dover
DOV
$27.2B
| $16.7M | 0.02% |
88,983
+15,370
| +21% | +$3.01M |
|
|
IBDQ
581
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
0
| – | – |
|
582
WisdomTree International Quality Dividend Growth Fund
IQDG
$696M
| $16.6M | 0.02% |
486,005
-16,172
| -3% | -$589K |
|
583
Klaviyo
KVYO
$4.91B
| $16.5M | 0.02% |
400,810
-1,681
| -0.4% | -$64.2K |
|
584
Amphenol
APH
$188B
| $16.5M | 0.02% |
237,920
+18,939
| +9% | +$1.33M |
|
585
Innovator US Equity Power Buffer ETF June
PJUN
$949M
| $16.5M | 0.02% |
440,339
-426
| -0.1% | -$15.9K |
|
586
Invesco Short Term Treasury ETF
TBLL
$2.58B
| $16.5M | 0.02% |
156,024
+37,378
| +32% | +$3.95M |
|
587
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$462M
| $16.3M | 0.02% |
652,909
+149,917
| +30% | +$3.77M |
|
588
Innovator US Equity Power Buffer ETF July
PJUL
$1.18B
| $16.2M | 0.02% |
392,543
-49,900
| -11% | -$2.04M |
|
589
Arthur J. Gallagher & Co
AJG
$63.7B
| $16.1M | 0.02% |
56,852
+180
| +0.3% | +$52.4K |
|
590
abrdn Physical Silver Shares ETF
SIVR
$4.04B
| $15.8M | 0.02% |
574,662
-2,930
| -0.5% | -$87.7K |
|
591
iShares Bitcoin Trust
IBIT
$47.2B
| $15.7M | 0.02% |
295,612
+113,167
| +62% | +$5.34M |
|
592
Intel
INTC
$466B
| $15.6M | 0.02% |
780,499
-493,512
| -39% | -$11.1M |
|
593
Cintas
CTAS
$82.4B
| $15.6M | 0.02% |
85,367
+14,102
| +20% | +$2.96M |
|
594
Avantis US Large Cap Value ETF
AVLV
$17.3B
| $15.5M | 0.02% |
232,562
+3,807
| +2% | +$259K |
|
595
Cadence Design Systems
CDNS
$90B
| $15.5M | 0.02% |
51,673
+9,757
| +23% | +$2.84M |
|
596
Mid-America Apartment Communities
MAA
$15.6B
| $15.5M | 0.02% |
100,439
+511
| +0.5% | +$79.8K |
|
597
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.4B
| $15.5M | 0.02% |
666,080
+4,553
| +0.7% | +$108K |
|
|
DFAI
598
Dimensional International Core Equity Market ETF
DFAI
$17.1B
| $15.4M | 0.02% |
527,089
+63,713
| +14% | +$1.93M |
|
599
AES
AES
$10.6B
| $15.3M | 0.02% |
1,189,004
-407,846
| -26% | -$6.09M |
|
600
Elevance Health
ELV
$81.9B
| $15.3M | 0.02% |
41,357
-27,656
| -40% | -$11.6M |
|
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.