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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
LOW icon
76
Lowe's Companies
LOW
$116B
$190M 0.26%
770,781
-51,872
-6% -$13.9M
AGG icon
77
iShares Core US Aggregate Bond ETF
AGG
$138B
$190M 0.26%
1,962,504
+76,147
+4% +$7.5M
WFC icon
78
Wells Fargo
WFC
$261B
$189M 0.26%
2,696,140
+348,856
+15% +$23.8M
IVW icon
79
iShares S&P 500 Growth ETF
IVW
$72.5B
$186M 0.25%
1,833,277
-20,404
-1% -$2.04M
VB icon
80
Vanguard Small-Cap ETF
VB
$79.5B
$186M 0.25%
774,602
+33,194
+4% +$8.17M
SCHB icon
81
Schwab US Broad Market ETF
SCHB
$42.8B
$185M 0.25%
8,146,204
+164,329
+2% +$3.75M
AMGN icon
82
Amgen
AMGN
$203B
$185M 0.25%
709,021
+5,414
+0.8% +$1.61M
IEMG icon
83
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$184M 0.25%
3,514,400
-446,846
-11% -$24.7M
VO icon
84
Vanguard Mid-Cap ETF
VO
$106B
$182M 0.25%
2,753,640
+181,520
+7% +$12.3M
SIXL icon
85
ETC 6 Meridian Low Beta Equity ETF
SIXL
$199M
$181M 0.25%
4,864,778
+130,324
+3% +$4.94M
TFC icon
86
Truist Financial
TFC
$63.2B
$179M 0.24%
4,119,723
+217,832
+6% +$9.72M
IAU icon
87
iShares Gold Trust
IAU
$63B
$179M 0.24%
3,608,675
-161,147
-4% -$8.1M
TJX icon
88
TJX Companies
TJX
$170B
$179M 0.24%
1,477,957
+110,309
+8% +$13.2M
MS icon
89
Morgan Stanley
MS
$337B
$174M 0.24%
1,412,678
+42,106
+3% +$5.19M
CMI icon
90
Cummins
CMI
$91.7B
$173M 0.24%
496,124
-501
-0.1% -$176K
MUB icon
91
iShares National Muni Bond ETF
MUB
$45.1B
$170M 0.23%
1,593,423
-83,990
-5% -$9.02M
GS icon
92
Goldman Sachs
GS
$313B
$168M 0.23%
294,126
+48,100
+20% +$26.8M
XLK icon
93
State Street Technology Select Sector SPDR ETF
XLK
$115B
$168M 0.23%
1,446,644
+98,220
+7% +$11.4M
NEE icon
94
NextEra Energy
NEE
$187B
$167M 0.23%
2,332,700
+19,397
+0.8% +$1.51M
SHW icon
95
Sherwin-Williams
SHW
$78.3B
$166M 0.23%
489,322
-12,203
-2% -$4.55M
AXP icon
96
American Express
AXP
$223B
$166M 0.23%
558,552
-5,235
-0.9% -$1.5M
GILD icon
97
Gilead Sciences
GILD
$161B
$166M 0.23%
1,793,699
+12,746
+0.7% +$1.15M
KO icon
98
Coca-Cola
KO
$354B
$165M 0.23%
2,656,482
+324,602
+14% +$21.2M
SBUX icon
99
Starbucks
SBUX
$118B
$163M 0.22%
1,789,507
+201,122
+13% +$19.5M
GM icon
100
General Motors
GM
$74.7B
$162M 0.22%
3,044,889
+18,449
+0.6% +$966K
2 3
4
5 6

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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.