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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
GOVT icon
701
iShares US Treasury Bond ETF
GOVT
$43.7B
$11.4M 0.02%
494,740
+39,858
+9% +$909K
ICF icon
702
iShares Select U.S. REIT ETF
ICF
$2.12B
$11.4M 0.02%
188,499
+4,456
+2% +$284K
CHKP icon
703
Check Point Software Technologies
CHKP
$13.3B
$11.4M 0.02%
60,802
+865
+1% +$163K
PXH icon
704
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$11.3M 0.02%
553,049
+2,328
+0.4% +$49.7K
VOX icon
705
Vanguard Communication Services ETF
VOX
$5.53B
$11.3M 0.02%
73,026
+3,972
+6% +$606K
BA.PRA
706
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.49B
$11.3M 0.02%
+185,580
New +$10.5M
TAFM icon
707
AB Tax-Aware Intermediate Municipal ETF
TAFM
$676M
$11.3M 0.02%
+446,985
New +$11.4M
IDV icon
708
iShares International Select Dividend ETF
IDV
$8.25B
$11.2M 0.02%
409,850
-6,456
-2% -$185K
LHX icon
709
L3Harris
LHX
$55.9B
$11.2M 0.02%
53,155
-556
-1% -$133K
FV icon
710
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$11.2M 0.02%
188,911
-2,614
-1% -$157K
RING icon
711
iShares MSCI Global Gold Miners ETF
RING
$2.3B
$11.1M 0.02%
396,380
+529
+0.1% +$16.7K
IXJ icon
712
iShares Global Healthcare ETF
IXJ
$4.11B
$11.1M 0.02%
129,439
+7,513
+6% +$694K
EZM icon
713
WisdomTree US MidCap Fund
EZM
$937M
$11.1M 0.02%
177,751
-1,392
-0.8% -$89.2K
IBB icon
714
iShares Biotechnology ETF
IBB
$9.31B
$11.1M 0.02%
83,944
+4,047
+5% +$569K
GEHC icon
715
GE HealthCare
GEHC
$27.6B
$11.1M 0.02%
141,874
-199,796
-58% -$17M
WELL icon
716
Welltower
WELL
$178B
$11M 0.02%
87,598
+10
+0% +$1.31K
HIG icon
717
Hartford Financial Services
HIG
$38.5B
$11M 0.02%
100,880
-10,254
-9% -$1.19M
RDWR icon
718
Radware
RDWR
$1.24B
$11M 0.02%
486,771
-350
-0.1% -$8.01K
BSCP
719
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$11M 0.02%
530,585
+13,016
+3% +$269K
SLQD icon
720
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$10.9M 0.01%
218,609
-408
-0.2% -$20.4K
VDC icon
721
Vanguard Consumer Staples ETF
VDC
$7.86B
$10.9M 0.01%
51,438
+1,994
+4% +$432K
OPCH icon
722
Option Care Health
OPCH
$3.4B
$10.9M 0.01%
468,082
+67,021
+17% +$1.69M
BN icon
723
Brookfield
BN
$102B
$10.8M 0.01%
282,690
-15,954
-5% -$601K
LRGF icon
724
iShares US Equity Factor ETF
LRGF
$3.52B
$10.8M 0.01%
179,163
-50,739
-22% -$3.08M
WEC icon
725
WEC Energy
WEC
$37.7B
$10.7M 0.01%
113,927
+13,410
+13% +$1.3M
27 28
29
30 31

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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.