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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 | |
|---|---|---|---|---|---|---|
826
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.42B
| $8.26M | 0.01% |
164,564
+39,644
| +32% | +$2.11M |
|
827
iShares MSCI USA Momentum Factor ETF
MTUM
$24.8B
| $8.24M | 0.01% |
39,838
-1,682
| -4% | -$352K |
|
828
Nuveen ESG Large-Cap Growth ETF
NULG
$2.64B
| $8.22M | 0.01% |
95,753
+1,618
| +2% | +$140K |
|
829
Nelnet
NNI
$4.81B
| $8.21M | 0.01% |
76,896
+15,445
| +25% | +$1.71M |
|
|
IBHE
830
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
| $8.21M | 0.01% |
353,952
+17,784
| +5% | +$413K |
|
831
iShares Latin America 40 ETF
ILF
$3.77B
| $8.2M | 0.01% |
392,234
+358,504
| +1,063% | +$8.61M |
|
832
CBRE Group
CBRE
$41.8B
| $8.19M | 0.01% |
62,347
+39,678
| +175% | +$5.2M |
|
833
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
| $8.12M | 0.01% |
81,848
-2,118
| -3% | -$210K |
|
834
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.32B
| $8.11M | 0.01% |
90,382
-6,806
| -7% | -$628K |
|
835
HSBC
HSBC
$354B
| $8.11M | 0.01% |
163,979
+6,133
| +4% | +$285K |
|
836
VanEck Semiconductor ETF
SMH
$64.8B
| $8.11M | 0.01% |
33,485
-4,811
| -13% | -$1.19M |
|
837
Invesco Variable Rate Investment Grade ETF
VRIG
$1.8B
| $8.11M | 0.01% |
322,864
-257,882
| -44% | -$6.48M |
|
838
MakeMyTrip
MMYT
$4.93B
| $8.11M | 0.01% |
72,186
+26,431
| +58% | +$2.83M |
|
839
Nu Holdings
NU
$70.2B
| $8.09M | 0.01% |
780,650
-163,119
| -17% | -$2.17M |
|
840
Vanguard Core Bond ETF
VCRB
$7.2B
| $8.07M | 0.01% |
106,430
+68,771
| +183% | +$5.31M |
|
841
Harbor Commodity All-Weather Strategy ETF
HGER
$3.78B
| $8.06M | 0.01% |
363,966
+27,177
| +8% | +$614K |
|
842
Franco-Nevada
FNV
$41.3B
| $8.05M | 0.01% |
68,433
-13,637
| -17% | -$1.69M |
|
843
Rio Tinto
RIO
$148B
| $8.02M | 0.01% |
136,430
-15,648
| -10% | -$999K |
|
844
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.71B
| $7.99M | 0.01% |
63,916
+149
| +0.2% | +$19.1K |
|
845
iShares MSCI France ETF
EWQ
$326M
| $7.98M | 0.01% |
222,393
+375
| +0.2% | +$14K |
|
846
Innovator US Equity Buffer ETF October
BOCT
$283M
| $7.97M | 0.01% |
184,486
+28,627
| +18% | +$1.24M |
|
847
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.88B
| $7.97M | 0.01% |
239,103
-1,033
| -0.4% | -$35.7K |
|
848
Kraft Heinz
KHC
$31.1B
| $7.95M | 0.01% |
258,712
-72,560
| -22% | -$2.38M |
|
|
STEL
849
DELISTED
Stellar Bancorp
STEL
| $7.91M | 0.01% |
278,866
-8,242
| -3% | -$235K |
|
850
Yum China
YUMC
$15.3B
| $7.88M | 0.01% |
163,657
-20,107
| -11% | -$953K |
|
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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.