We are live on ! Find out more
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
RPV icon
676
Invesco S&P 500 Pure Value ETF
RPV
$1.61B
$12.2M 0.02%
135,315
-4,886
-3% -$448K
CLOI icon
677
VanEck CLO ETF
CLOI
$1.48B
$12.2M 0.02%
+231,307
New +$12.3M
INBX icon
678
Inhibrx
INBX
$1.2B
$12M 0.02%
781,752
+659,252
+538% +$10M
JPIB icon
679
JPMorgan International Bond Opportunities ETF
JPIB
$2.07B
$12M 0.02%
254,596
+2,966
+1% +$142K
ISCF icon
680
iShares International Small Cap Equity Factor ETF
ISCF
$651M
$12M 0.02%
372,723
-3,974
-1% -$133K
DEO icon
681
Diageo
DEO
$46.2B
$11.9M 0.02%
93,944
-26,742
-22% -$3.4M
BUFR icon
682
FT Vest Fund of Buffer ETFs
BUFR
$10B
$11.9M 0.02%
389,967
+42,456
+12% +$1.29M
VXF icon
683
Vanguard Extended Market ETF
VXF
$30.3B
$11.8M 0.02%
62,230
-7,402
-11% -$1.43M
DSTL icon
684
Distillate US Fundamental Stability & Value ETF
DSTL
$1.91B
$11.8M 0.02%
214,821
+20,942
+11% +$1.19M
WPM icon
685
Wheaton Precious Metals
WPM
$50.6B
$11.8M 0.02%
209,727
-25,948
-11% -$1.61M
HYG icon
686
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$11.8M 0.02%
149,805
-1,047
-0.7% -$83.1K
VAC icon
687
Marriott Vacations Worldwide
VAC
$3.24B
$11.7M 0.02%
130,507
-6,320
-5% -$547K
EWU icon
688
iShares MSCI United Kingdom ETF
EWU
$4.04B
$11.7M 0.02%
345,154
-106
-0% -$3.77K
DBA icon
689
Invesco DB Agriculture Fund
DBA
$1.26B
$11.7M 0.02%
439,716
+67,619
+18% +$1.77M
OBDC icon
690
Blue Owl Capital
OBDC
$5.35B
$11.7M 0.02%
773,175
+129,509
+20% +$1.95M
OEF icon
691
iShares S&P 100 ETF
OEF
$19.8B
$11.6M 0.02%
40,299
-644
-2% -$184K
SLYV icon
692
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$11.6M 0.02%
133,167
-17
-0% -$1.52K
SMMD icon
693
iShares Russell 2500 ETF
SMMD
$3.58B
$11.6M 0.02%
170,824
+33,656
+25% +$2.35M
CNI icon
694
Canadian National Railway
CNI
$78.3B
$11.6M 0.02%
114,336
-17,541
-13% -$1.92M
XLB icon
695
State Street Materials Select Sector SPDR ETF
XLB
$8.64B
$11.6M 0.02%
275,048
+17,018
+7% +$788K
FRDM icon
696
Freedom 100 Emerging Markets ETF
FRDM
$3.23B
$11.5M 0.02%
351,854
+5,335
+2% +$185K
IBDW icon
697
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
$11.5M 0.02%
564,247
+50,467
+10% +$1.04M
NEAR icon
698
iShares Short Maturity Bond ETF
NEAR
$4.8B
$11.5M 0.02%
227,284
-5,791
-2% -$294K
DECK icon
699
Deckers Outdoor
DECK
$13.3B
$11.4M 0.02%
56,276
+6,788
+14% +$1.23M
TFI icon
700
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.05B
$11.4M 0.02%
249,398
-131,176
-34% -$6.05M
26 27
28
29 30

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.