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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 | |
|---|---|---|---|---|---|---|
|
IBMN
776
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
| $9.49M | 0.01% |
356,444
+66,641
| +23% | +$1.77M |
|
777
Innovator US Equity Power Buffer ETF October
POCT
$958M
| $9.46M | 0.01% |
239,056
+30,844
| +15% | +$1.22M |
|
778
Ford
F
$58.1B
| $9.45M | 0.01% |
954,931
+126,515
| +15% | +$1.35M |
|
779
Boston Scientific
BSX
$68.3B
| $9.45M | 0.01% |
105,771
-4,207
| -4% | -$370K |
|
780
RH
RH
$3.41B
| $9.42M | 0.01% |
23,938
+2,867
| +14% | +$1.02M |
|
781
Corteva
CTVA
$59B
| $9.42M | 0.01% |
165,368
+7,654
| +5% | +$453K |
|
|
NJUN
782
Innovator Growth-100 Power Buffer ETF - June
NJUN
$168M
| $9.33M | 0.01% |
342,808
-1,890
| -0.5% | -$50.9K |
|
783
Weyerhaeuser
WY
$17.4B
| $9.3M | 0.01% |
330,350
+125,451
| +61% | +$3.91M |
|
784
Cambria Shareholder Yield ETF
SYLD
$991M
| $9.26M | 0.01% |
135,244
+5,750
| +4% | +$415K |
|
785
Royal Caribbean
RCL
$79.1B
| $9.23M | 0.01% |
40,004
-664
| -2% | -$147K |
|
786
Innovator US Equity Power Buffer ETF April
PAPR
$949M
| $9.15M | 0.01% |
249,394
-13,445
| -5% | -$491K |
|
787
HealthEquity
HQY
$8.2B
| $9.12M | 0.01% |
95,075
+4,370
| +5% | +$407K |
|
788
FNB Corp
FNB
$6.78B
| $9.11M | 0.01% |
616,644
-61,405
| -9% | -$942K |
|
789
Ametek
AME
$55.1B
| $9.09M | 0.01% |
50,412
-2,823
| -5% | -$514K |
|
790
iShares MSCI USA Value Factor ETF
VLUE
$9.28B
| $9.07M | 0.01% |
85,907
+5,154
| +6% | +$567K |
|
791
ARK Innovation ETF
ARKK
$5.69B
| $9.06M | 0.01% |
159,583
-9,089
| -5% | -$487K |
|
792
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
| $9.05M | 0.01% |
200,202
-240,491
| -55% | -$11.1M |
|
793
American Century Short Duration Strategic Income ETF
SDSI
$240M
| $9.02M | 0.01% |
+177,447
| New | +$9.08M |
|
794
Arch Capital
ACGL
$36.4B
| $8.99M | 0.01% |
97,393
-20,716
| -18% | -$2.09M |
|
795
Iron Mountain
IRM
$37.4B
| $8.99M | 0.01% |
85,544
-45,630
| -35% | -$5.36M |
|
796
KraneShares CSI China Internet ETF
KWEB
$5.28B
| $8.99M | 0.01% |
307,500
-51,912
| -14% | -$1.67M |
|
797
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$581M
| $8.94M | 0.01% |
351,098
+56,367
| +19% | +$1.44M |
|
798
Mercado Libre
MELI
$93.4B
| $8.94M | 0.01% |
5,255
-610
| -10% | -$1.19M |
|
799
Atmos Energy
ATO
$29.9B
| $8.93M | 0.01% |
64,127
-8,576
| -12% | -$1.22M |
|
800
Simplify Hedged Equity ETF
HEQT
$298M
| $8.89M | 0.01% |
301,468
+130,611
| +76% | +$3.86M |
|
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.