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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 | |
|---|---|---|---|---|---|---|
851
Diamondback Energy
FANG
$55.8B
| $7.88M | 0.01% |
48,107
-93,666
| -66% | -$16.5M |
|
852
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
| $7.88M | 0.01% |
164,932
-109,687
| -40% | -$5.26M |
|
853
Workday
WDAY
$37.1B
| $7.87M | 0.01% |
30,514
-878
| -3% | -$224K |
|
854
JPMorgan US Quality Factor ETF
JQUA
$8.16B
| $7.87M | 0.01% |
137,430
+82,339
| +149% | +$4.77M |
|
855
Hewlett Packard
HPE
$62.6B
| $7.86M | 0.01% |
368,145
+68,402
| +23% | +$1.44M |
|
856
Masco
MAS
$16.2B
| $7.85M | 0.01% |
108,112
+8,293
| +8% | +$663K |
|
857
Nucor
NUE
$55.8B
| $7.84M | 0.01% |
67,202
+5,385
| +9% | +$775K |
|
858
Prudential Financial
PRU
$42.2B
| $7.81M | 0.01% |
65,857
-3,685
| -5% | -$455K |
|
859
iShares International Equity Factor ETF
INTF
$3.57B
| $7.8M | 0.01% |
271,756
+21
| +0% | +$629 |
|
860
iShares Global Materials ETF
MXI
$336M
| $7.8M | 0.01% |
100,330
+6,200
| +7% | +$535K |
|
861
Innovator US Equity Buffer ETF July
BJUL
$342M
| $7.79M | 0.01% |
174,862
-14,855
| -8% | -$661K |
|
862
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$822M
| $7.79M | 0.01% |
336,487
+16,051
| +5% | +$373K |
|
863
Spotify
SPOT
$102B
| $7.78M | 0.01% |
17,383
+834
| +5% | +$357K |
|
864
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.43B
| $7.77M | 0.01% |
287,426
+19,407
| +7% | +$505K |
|
865
Invesco S&P MidCap Momentum ETF
XMMO
$7.29B
| $7.74M | 0.01% |
62,672
+37,226
| +146% | +$4.72M |
|
866
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$508M
| $7.72M | 0.01% |
347,132
+13,532
| +4% | +$303K |
|
867
Baidu
BIDU
$36B
| $7.72M | 0.01% |
91,564
+81,679
| +826% | +$7.46M |
|
868
TE Connectivity
TEL
$59.7B
| $7.65M | 0.01% |
53,519
-5,284
| -9% | -$787K |
|
869
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
| $7.62M | 0.01% |
391,363
+23,947
| +7% | +$468K |
|
870
First Trust North American Energy Infrastructure Fund
EMLP
$4.12B
| $7.62M | 0.01% |
213,729
-3,961
| -2% | -$140K |
|
871
Ingersoll Rand
IR
$33.1B
| $7.61M | 0.01% |
84,177
+2,049
| +2% | +$204K |
|
872
Janus Henderson Short Duration Income ETF
VNLA
$3.33B
| $7.58M | 0.01% |
155,002
-153,221
| -50% | -$7.5M |
|
873
Watsco Inc
WSO
$15B
| $7.57M | 0.01% |
15,978
-51
| -0.3% | -$25.8K |
|
874
Stride
LRN
$3.88B
| $7.55M | 0.01% |
72,605
-16,345
| -18% | -$1.55M |
|
875
ResMed
RMD
$29.3B
| $7.53M | 0.01% |
32,910
+3,690
| +13% | +$888K |
|
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.