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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
URNM icon
901
Sprott Uranium Miners ETF
URNM
$1.81B
$7.12M 0.01%
176,614
-4,251
-2% -$198K
PNOV icon
902
Innovator US Equity Power Buffer ETF November
PNOV
$880M
$7.11M 0.01%
187,675
+13,172
+8% +$496K
ACA icon
903
Arcosa
ACA
$7.14B
$7.05M 0.01%
72,916
+284
+0.4% +$28.6K
VTWG icon
904
Vanguard Russell 2000 Growth ETF
VTWG
$1.48B
$7.05M 0.01%
33,548
-640
-2% -$138K
TOST icon
905
Toast
TOST
$17.9B
$7.02M 0.01%
192,645
-1,578
-0.8% -$55.4K
HYD icon
906
VanEck High Yield Muni ETF
HYD
$4.45B
$7.02M 0.01%
135,202
+32,226
+31% +$1.69M
EWL icon
907
iShares MSCI Switzerland ETF
EWL
$2.16B
$7.01M 0.01%
152,507
+213
+0.1% +$10.4K
NULV icon
908
Nuveen ESG Large-Cap Value ETF
NULV
$2.17B
$6.97M 0.01%
177,062
+3,158
+2% +$131K
GRID
909
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.3B
$6.96M 0.01%
58,346
+3,437
+6% +$428K
BJAN icon
910
Innovator US Equity Buffer ETF January
BJAN
$342M
$6.94M 0.01%
144,755
-3,065
-2% -$145K
TAXF icon
911
American Century Diversified Municipal Bond ETF
TAXF
$684M
$6.93M 0.01%
138,290
+4,349
+3% +$220K
NJUL icon
912
Innovator Growth-100 Power Buffer ETF July
NJUL
$250M
$6.92M 0.01%
110,202
-4,329
-4% -$269K
TBIL
913
F/m US Treasury 3 Month Bill Fund
TBIL
$7.21B
$6.92M 0.01%
138,731
-66,220
-32% -$3.31M
BTI icon
914
British American Tobacco
BTI
$131B
$6.9M 0.01%
189,961
+9,858
+5% +$356K
EFAV icon
915
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.26B
$6.89M 0.01%
97,477
-4,240
-4% -$312K
CCC
916
CCC Intelligent Solutions
CCC
$3.5B
$6.88M 0.01%
586,617
-16,180
-3% -$187K
CGGO icon
917
Capital Group Global Growth Equity ETF
CGGO
$11.3B
$6.88M 0.01%
235,403
+10,553
+5% +$316K
EWG icon
918
iShares MSCI Germany ETF
EWG
$1.55B
$6.88M 0.01%
216,097
-1,744
-0.8% -$56.7K
MKC icon
919
McCormick & Company Non-Voting
MKC
$13.6B
$6.87M 0.01%
90,095
-4,603
-5% -$362K
EXR icon
920
Extra Space Storage
EXR
$31.3B
$6.81M 0.01%
45,550
+1,130
+3% +$185K
AIG icon
921
American International
AIG
$42B
$6.81M 0.01%
93,599
+720
+0.8% +$54.1K
CTA icon
922
Simplify Managed Futures Strategy ETF
CTA
$1.54B
$6.76M 0.01%
242,547
+3,509
+1% +$95.2K
JBL icon
923
Jabil
JBL
$32.6B
$6.76M 0.01%
46,954
+6,411
+16% +$841K
JPLD icon
924
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$6.75M 0.01%
+131,099
New +$6.77M
EWA icon
925
iShares MSCI Australia ETF
EWA
$1.37B
$6.75M 0.01%
282,823
+37,577
+15% +$967K
35 36
37
38 39

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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.