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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 | |
|---|---|---|---|---|---|---|
976
ICICI Bank
IBN
$107B
| $6.08M | 0.01% |
203,498
+10
| +0% | +$302 |
|
977
Graphic Packaging
GPK
$3.3B
| $6.07M | 0.01% |
223,509
+3,935
| +2% | +$114K |
|
978
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.92B
| $6.06M | 0.01% |
123,592
+56,617
| +85% | +$2.76M |
|
979
Schwab International Small-Cap Equity ETF
SCHC
$5.38B
| $6.06M | 0.01% |
176,438
+1,118
| +0.6% | +$40.7K |
|
980
State Street
STT
$50.7B
| $6.04M | 0.01% |
61,535
-9,070
| -13% | -$859K |
|
981
Evergy
EVRG
$19.8B
| $6.03M | 0.01% |
98,029
+843
| +0.9% | +$52.1K |
|
982
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$350M
| $6.03M | 0.01% |
190,594
-1,049
| -0.5% | -$34.6K |
|
983
J.M. Smucker
SJM
$12.9B
| $6.01M | 0.01% |
54,554
+4,770
| +10% | +$549K |
|
984
Northern Trust
NTRS
$22.4B
| $5.98M | 0.01% |
58,357
+31,583
| +118% | +$3.23M |
|
985
Black Stone Minerals
BSM
$3.17B
| $5.97M | 0.01% |
408,918
+4,090
| +1% | +$61K |
|
986
iShares MSCI Singapore ETF
EWS
$1.03B
| $5.96M | 0.01% |
272,960
-11,580
| -4% | -$257K |
|
987
iShares Global Tech ETF
IXN
$8.27B
| $5.95M | 0.01% |
70,228
+3,812
| +6% | +$320K |
|
988
Vanguard Mega Cap 300 Index ETF
MGC
$9.86B
| $5.94M | 0.01% |
27,924
+8,319
| +42% | +$1.77M |
|
989
iShares Cybersecurity and Tech ETF
IHAK
$999M
| $5.87M | 0.01% |
120,371
+3,032
| +3% | +$151K |
|
990
Fidelity MSCI Information Technology Index ETF
FTEC
$19.7B
| $5.82M | 0.01% |
31,465
-2,345
| -7% | -$429K |
|
|
WCC
991
WESCO International
WCC
$16.5B
| $5.81M | 0.01% |
32,113
+7,148
| +29% | +$1.35M |
|
992
iShares US Infrastructure ETF
IFRA
$4.6B
| $5.79M | 0.01% |
125,166
-20,392
| -14% | -$987K |
|
993
First Trust Managed Municipal ETF
FMB
$2.04B
| $5.79M | 0.01% |
113,486
-9,222
| -8% | -$474K |
|
994
Flex
FLEX
$42.5B
| $5.74M | 0.01% |
149,462
+28,425
| +23% | +$1.05M |
|
995
Pinnacle West Capital
PNW
$12.8B
| $5.74M | 0.01% |
67,674
-2,579
| -4% | -$229K |
|
996
International Paper
IP
$22.5B
| $5.67M | 0.01% |
105,369
-49,196
| -32% | -$2.64M |
|
997
Zimmer Biomet
ZBH
$17.8B
| $5.67M | 0.01% |
53,654
-8,849
| -14% | -$949K |
|
998
Innovator Laddered Allocation Power Buffer ETF
BUFF
$908M
| $5.67M | 0.01% |
126,153
+6,420
| +5% | +$287K |
|
999
Tetra Tech
TTEK
$8.28B
| $5.66M | 0.01% |
142,065
+17,658
| +14% | +$793K |
|
1000
Alpha Architect 1-3 Month Box ETF
BOXX
$13.1B
| $5.65M | 0.01% |
51,264
+7,541
| +17% | +$826K |
|
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.