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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 | |
|---|---|---|---|---|---|---|
651
MaxLinear
MXL
$5.92B
| $13.2M | 0.02% |
667,606
-15,734
| -2% | -$253K |
|
652
Capital One
COF
$127B
| $13.2M | 0.02% |
74,007
+2,163
| +3% | +$374K |
|
653
Cboe Global Markets
CBOE
$30.2B
| $13.1M | 0.02% |
66,888
-8,484
| -11% | -$1.75M |
|
654
Zscaler
ZS
$24B
| $13.1M | 0.02% |
72,391
+7,817
| +12% | +$1.51M |
|
655
CVS Health
CVS
$137B
| $13M | 0.02% |
290,224
-109,673
| -27% | -$6.15M |
|
656
Trade Desk
TTD
$8.51B
| $13M | 0.02% |
110,570
+296
| +0.3% | +$36.6K |
|
657
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
| $13M | 0.02% |
204,612
+38,354
| +23% | +$2.41M |
|
658
Expedia Group
EXPE
$33.7B
| $13M | 0.02% |
69,596
+20,925
| +43% | +$3.61M |
|
659
iShares ESG Aware MSCI EM ETF
ESGE
$6.52B
| $12.9M | 0.02% |
387,046
-7,841
| -2% | -$277K |
|
660
BP
BP
$110B
| $12.8M | 0.02% |
434,487
-405,740
| -48% | -$12.2M |
|
|
DFSV
661
Dimensional US Small Cap Value ETF
DFSV
$8.18B
| $12.8M | 0.02% |
415,087
-7,563
| -2% | -$239K |
|
662
Crown Castle
CCI
$32.4B
| $12.7M | 0.02% |
140,474
-10,479
| -7% | -$1.1M |
|
663
TD Synnex
SNX
$19.6B
| $12.7M | 0.02% |
107,957
+2,694
| +3% | +$323K |
|
664
Consolidated Edison
ED
$41.3B
| $12.6M | 0.02% |
141,412
+9,416
| +7% | +$927K |
|
665
Rambus
RMBS
$10.3B
| $12.5M | 0.02% |
237,217
+3,924
| +2% | +$200K |
|
666
WisdomTree US LargeCap Dividend Fund
DLN
$6.26B
| $12.5M | 0.02% |
161,076
+1,215
| +0.8% | +$96.9K |
|
|
GRNY
667
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.3B
| $12.5M | 0.02% |
+626,374
| New | +$12.9M |
|
668
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
| $12.5M | 0.02% |
247,860
+7,431
| +3% | +$375K |
|
669
Nexstar Media Group
NXST
$5.71B
| $12.5M | 0.02% |
78,977
-42,174
| -35% | -$7.08M |
|
670
Idexx Laboratories
IDXX
$43.7B
| $12.3M | 0.02% |
29,832
-640
| -2% | -$281K |
|
671
Royal Bank of Canada
RY
$291B
| $12.3M | 0.02% |
102,216
-2,420
| -2% | -$299K |
|
672
Brixmor Property Group
BRX
$9.97B
| $12.3M | 0.02% |
441,238
+435
| +0.1% | +$12.3K |
|
|
BTC
673
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
| $12.3M | 0.02% |
293,321
+27,033
| +10% | +$995K |
|
674
Tractor Supply
TSCO
$16.7B
| $12.3M | 0.02% |
231,140
+7,045
| +3% | +$398K |
|
675
Hubbell
HUBB
$25.8B
| $12.2M | 0.02% |
29,235
+1,910
| +7% | +$852K |
|
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.