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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
NAD icon
876
Nuveen Quality Municipal Income Fund
NAD
$2.72B
$7.49M 0.01%
642,079
-227,152
-26% -$2.73M
DLS icon
877
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$7.48M 0.01%
118,754
-6,567
-5% -$427K
BAM icon
878
Brookfield Asset Management
BAM
$75.4B
$7.48M 0.01%
137,945
+3,193
+2% +$172K
CAVA icon
879
CAVA Group
CAVA
$7.39B
$7.46M 0.01%
66,164
+14,162
+27% +$1.89M
PFFD icon
880
Global X US Preferred ETF
PFFD
$2.14B
$7.46M 0.01%
382,338
+25,063
+7% +$511K
IGIB icon
881
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$7.46M 0.01%
144,743
+17,257
+14% +$904K
XBI icon
882
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$7.45M 0.01%
82,721
-8,706
-10% -$843K
FMHI icon
883
First Trust Municipal High Income ETF
FMHI
$990M
$7.45M 0.01%
154,193
-18,173
-11% -$887K
EBAY icon
884
eBay
EBAY
$49.9B
$7.44M 0.01%
120,057
-6,885
-5% -$437K
RSPC icon
885
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$54.7M
$7.44M 0.01%
217,423
-1,270
-0.6% -$43.4K
BAH icon
886
Booz Allen Hamilton
BAH
$8.71B
$7.44M 0.01%
57,773
-97
-0.2% -$15.1K
STX icon
887
Seagate
STX
$181B
$7.36M 0.01%
85,220
-200,390
-70% -$20.2M
TM icon
888
Toyota
TM
$214B
$7.31M 0.01%
37,547
-14,005
-27% -$2.46M
NZF icon
889
Nuveen Municipal Credit Income Fund
NZF
$2.41B
$7.27M 0.01%
597,479
-167,168
-22% -$2.12M
WRB icon
890
W.R. Berkley
WRB
$28B
$7.27M 0.01%
124,222
-12,417
-9% -$744K
GSST icon
891
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.57B
$7.25M 0.01%
144,380
-46,283
-24% -$2.33M
IYR icon
892
iShares US Real Estate ETF
IYR
$4.73B
$7.23M 0.01%
77,682
-195
-0.3% -$19.2K
CRTO icon
893
Criteo
CRTO
$1.06B
$7.22M 0.01%
182,578
+38,924
+27% +$1.55M
DLY
894
DoubleLine Yield Opportunities Fund
DLY
$670M
$7.22M 0.01%
455,785
+8,480
+2% +$138K
IGF icon
895
iShares Global Infrastructure ETF
IGF
$11B
$7.2M 0.01%
137,744
-55,312
-29% -$2.99M
PDBC icon
896
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.33B
$7.2M 0.01%
553,929
+436,806
+373% +$5.89M
CPT icon
897
Camden Property Trust
CPT
$11.2B
$7.17M 0.01%
61,791
+3,935
+7% +$471K
PAA icon
898
Plains All American Pipeline
PAA
$17.2B
$7.13M 0.01%
417,687
-12,999
-3% -$226K
CGXU icon
899
Capital Group International Focus Equity ETF
CGXU
$6.18B
$7.13M 0.01%
289,159
-249,614
-46% -$6.49M
PAGP icon
900
Plains GP Holdings
PAGP
$5.18B
$7.12M 0.01%
387,369
-9,004
-2% -$167K
34 35
36
37 38

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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.