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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 | |
|---|---|---|---|---|---|---|
726
First Trust Capital Strength ETF
FTCS
$7.8B
| $10.7M | 0.01% |
121,868
+11,528
| +10% | +$1.05M |
|
727
Spok Holdings
SPOK
$221M
| $10.7M | 0.01% |
666,713
-6,555
| -1% | -$104K |
|
|
GRMN
728
Garmin
GRMN
$46.9B
| $10.7M | 0.01% |
51,842
-3,080
| -6% | -$604K |
|
|
BGB
729
Blackstone Strategic Credit 2027 Term Fund
BGB
$500M
| $10.6M | 0.01% |
868,947
+12,620
| +1% | +$156K |
|
730
Fidelity MSCI Utilities Index ETF
FUTY
$2.41B
| $10.6M | 0.01% |
217,756
+9,036
| +4% | +$461K |
|
|
DFS
731
DELISTED
Discover Financial Services
DFS
| $10.5M | 0.01% |
60,866
+3,840
| +7% | +$630K |
|
732
HCA Healthcare
HCA
$84.8B
| $10.5M | 0.01% |
35,102
+16,337
| +87% | +$5.71M |
|
733
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
| $10.5M | 0.01% |
86,540
-15,863
| -15% | -$1.95M |
|
734
Stagwell
STGW
$1.84B
| $10.5M | 0.01% |
1,592,231
-271
| -0% | -$1.93K |
|
735
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.02B
| $10.4M | 0.01% |
115,624
-4,072
| -3% | -$385K |
|
736
Interactive Brokers
IBKR
$40.9B
| $10.4M | 0.01% |
236,328
-54,216
| -19% | -$2.28M |
|
737
Applovin
APP
$132B
| $10.4M | 0.01% |
32,153
-9,700
| -23% | -$2.45M |
|
738
Edwards Lifesciences
EW
$47.6B
| $10.3M | 0.01% |
139,624
-255
| -0.2% | -$17.8K |
|
739
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$784M
| $10.3M | 0.01% |
207,752
-68,532
| -25% | -$3.4M |
|
740
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$565M
| $10.2M | 0.01% |
285,843
+1,751
| +0.6% | +$63.1K |
|
|
GTM
741
ZoomInfo Technologies
GTM
$861M
| $10.2M | 0.01% |
973,946
+842
| +0.1% | +$9K |
|
742
Skyworks Solutions
SWKS
$9.06B
| $10.2M | 0.01% |
115,153
-11,076
| -9% | -$1.01M |
|
743
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
| $10.2M | 0.01% |
173,955
+1,576
| +0.9% | +$91.1K |
|
744
Oshkosh
OSK
$9.67B
| $10.2M | 0.01% |
107,342
-4,669
| -4% | -$489K |
|
745
Nordson
NDSN
$16.5B
| $10.2M | 0.01% |
48,551
-222
| -0.5% | -$54.8K |
|
746
Steel Dynamics
STLD
$35.6B
| $10.1M | 0.01% |
88,917
-6,360
| -7% | -$845K |
|
747
DTE Energy
DTE
$31.1B
| $10.1M | 0.01% |
83,654
+8,281
| +11% | +$1.02M |
|
748
Schwab US TIPS ETF
SCHP
$16.3B
| $10.1M | 0.01% |
390,413
+45,141
| +13% | +$1.19M |
|
749
Capital Group Growth ETF
CGGR
$23.5B
| $10.1M | 0.01% |
271,082
+38,426
| +17% | +$1.41M |
|
750
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
| $10.1M | 0.01% |
273,571
+219,836
| +409% | +$8.18M |
|
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.