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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 | |
|---|---|---|---|---|---|---|
951
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
| $6.27M | 0.01% |
218,738
+95,012
| +77% | +$2.76M |
|
952
CMS Energy
CMS
$22.9B
| $6.27M | 0.01% |
94,032
+2,445
| +3% | +$168K |
|
953
BridgeBio Pharma
BBIO
$16.5B
| $6.27M | 0.01% |
228,332
+5,001
| +2% | +$129K |
|
|
JAJL
954
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$261M
| $6.26M | 0.01% |
229,544
+22,186
| +11% | +$598K |
|
|
GTLS
955
DELISTED
Chart Industries
GTLS
| $6.24M | 0.01% |
32,683
+20,038
| +158% | +$3.22M |
|
956
HP
HPQ
$24.3B
| $6.23M | 0.01% |
191,082
+1,835
| +1% | +$66K |
|
957
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.43B
| $6.22M | 0.01% |
166,224
+9,157
| +6% | +$349K |
|
958
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
| $6.22M | 0.01% |
112,352
+12,610
| +13% | +$731K |
|
959
Range Resources
RRC
$8.85B
| $6.21M | 0.01% |
172,729
+41,158
| +31% | +$1.36M |
|
960
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.92B
| $6.2M | 0.01% |
759,415
-19,891
| -3% | -$168K |
|
961
DraftKings
DKNG
$12B
| $6.2M | 0.01% |
166,556
+1,734
| +1% | +$68.8K |
|
962
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$461M
| $6.19M | 0.01% |
223,911
+173,028
| +340% | +$4.79M |
|
963
Innovator International Developed Power Buffer ETF July
IJUL
$241M
| $6.19M | 0.01% |
223,431
-47,617
| -18% | -$1.35M |
|
964
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
| $6.17M | 0.01% |
256,596
+9,172
| +4% | +$222K |
|
965
FirstEnergy
FE
$28.5B
| $6.16M | 0.01% |
154,920
+7,938
| +5% | +$332K |
|
966
Atlassian
TEAM
$24.3B
| $6.15M | 0.01% |
25,280
+965
| +4% | +$221K |
|
967
Maplebear
CART
$10.4B
| $6.14M | 0.01% |
148,221
-56,947
| -28% | -$2.47M |
|
968
Main Street Capital
MAIN
$5B
| $6.13M | 0.01% |
104,716
+8,832
| +9% | +$471K |
|
|
ANSS
969
DELISTED
Ansys
ANSS
| $6.12M | 0.01% |
18,145
+433
| +2% | +$145K |
|
970
Xcel Energy
XEL
$50.4B
| $6.12M | 0.01% |
90,604
+9,741
| +12% | +$653K |
|
971
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$132M
| $6.12M | 0.01% |
190,938
+88,038
| +86% | +$2.81M |
|
972
Huntington Bancshares
HBAN
$34.7B
| $6.12M | 0.01% |
375,890
-17
| -0% | -$280 |
|
973
Innovator Laddered Allocation Buffer ETF
BUFB
$317M
| $6.1M | 0.01% |
188,974
+7,775
| +4% | +$250K |
|
974
Rocket Lab Corp
RKLB
$41.8B
| $6.1M | 0.01% |
239,570
+10,680
| +5% | +$188K |
|
975
State Street Fixed Income Sector Rotation ETF
FISR
$489M
| $6.08M | 0.01% |
239,622
-27,535
| -10% | -$711K |
|
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.