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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
+14.29%
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
$24B
AUM Growth
+$3.3B
Cap. Flow
+$488M
Cap. Flow %
2.03%
Top 10 Hldgs %
21.48%
Holding
3,073
New
532
Increased
1,247
Reduced
695
Closed
478

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$174M
2
MSFT icon
Microsoft
MSFT
+$109M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$104M
4
TTGT icon
TechTarget
TTGT
+$85.2M
5
GM icon
General Motors
GM
+$84.7M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$212M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$161M
3
VZ icon
Verizon
VZ
+$147M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$121M
5
VUG icon
Vanguard Growth ETF
VUG
+$118M

Sector Composition

Rank Sector Weight
1 Technology 16.42%
2 Financials 12.11%
3 Healthcare 8.5%
4 Consumer Discretionary 7.08%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LBTYK icon
1026
Liberty Global Class C
LBTYK
$3.27B
$1.52M 0.01%
64,131
+32,522
+103% +$705K
SKYY icon
1027
First Trust Cloud Computing ETF
SKYY
$2.78B
$1.52M 0.01%
15,916
+660
+4% +$56.9K
AX icon
1028
Axos Financial
AX
$5.45B
$1.51M 0.01%
+40,332
New +$1.28M
MAC icon
1029
Macerich
MAC
$7.41B
$1.51M 0.01%
142,006
+24,360
+21% +$221K
LDUR icon
1030
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$1.51M 0.01%
14,834
+10,999
+287% +$1.12M
AVYA
1031
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
$1.51M 0.01%
79,016
-3,133
-4% -$58.2K
EXP icon
1032
Eagle Materials
EXP
$6.69B
$1.51M 0.01%
14,917
-2,889
-16% -$269K
ENVA icon
1033
Enova International
ENVA
$6.27B
$1.51M 0.01%
61,044
+45,632
+296% +$935K
UHS icon
1034
Universal Health Services
UHS
$9.64B
$1.51M 0.01%
+10,982
New +$1.37M
SKM icon
1035
SK Telecom
SKM
$13.5B
$1.51M 0.01%
37,377
-140
-0.4% -$5.38K
SPNE
1036
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
$1.51M 0.01%
86,192
-3,757
-4% -$57.2K
SILJ icon
1037
Amplify Junior Silver Miners ETF
SILJ
$3.29B
$1.51M 0.01%
91,964
+68,967
+300% +$1.01M
BKI
1038
DELISTED
Black Knight, Inc. Common Stock
BKI
$1.51M 0.01%
16,996
-25,042
-60% -$2.27M
AGM icon
1039
Federal Agricultural Mortgage
AGM
$2.27B
$1.5M 0.01%
20,243
+36
+0.2% +$2.5K
NKLA
1040
DELISTED
Nikola Corporation Common Stock
NKLA
$1.5M 0.01%
3,283
+1,520
+86% +$947K
PDAC
1041
DELISTED
Peridot Acquisition Corp.
PDAC
$1.5M 0.01%
+143,950
New +$1.44M
SIZE icon
1042
iShares MSCI USA Size Factor ETF
SIZE
$430M
$1.48M 0.01%
+13,307
New +$1.38M
IPAC icon
1043
iShares Core MSCI Pacific ETF
IPAC
$2.63B
$1.48M 0.01%
22,983
-2,074
-8% -$125K
CRNC icon
1044
Cerence
CRNC
$375M
$1.48M 0.01%
14,729
-369
-2% -$27.5K
BWZ icon
1045
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$263M
$1.48M 0.01%
45,233
-1,406
-3% -$45.1K
GLOB icon
1046
Globant
GLOB
$1.41B
$1.47M 0.01%
6,744
+142
+2% +$27.4K
UI icon
1047
Ubiquiti
UI
$32.7B
$1.47M 0.01%
5,282
+71
+1% +$16.3K
HIG icon
1048
Hartford Financial Services
HIG
$38.4B
$1.47M 0.01%
30,074
+22,894
+319% +$988K
BXP icon
1049
Boston Properties
BXP
$11B
$1.47M 0.01%
15,556
+5,227
+51% +$467K
HEI icon
1050
HEICO Corp
HEI
$49.9B
$1.47M 0.01%
11,070
-451
-4% -$55K
40 41
42
43 44

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HighTower Advisors's Q4 2020 Portfolio in Review

As of Q4 2020, HighTower Advisors held 3,073 positions worth $24B, up 16% from $20.7B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

HighTower Advisors's Q4 2020 filing shows 532 new, 1,247 increased, 695 reduced and 478 closed positions. Its largest new stake was Invesco S&P 500 Equal Weight Health Care ETF: 2,007,520 shares worth $52.5M. The largest sale was Vanguard S&P 500 ETF, an estimated $212M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 14% a quarter earlier, followed by Financials and Healthcare.

  • HighTower Advisors's largest Q4 2020 buy was Invesco S&P 500 Equal Weight Health Care ETF: 2,007,520 shares worth $52.5M.
  • HighTower Advisors added most to Apple in Q4 2020, an estimated $174M increase.
  • HighTower Advisors's biggest Q4 2020 reduction was Exact Sciences, cutting an estimated $19.4M.
  • HighTower Advisors fully exited Vanguard S&P 500 ETF in Q4 2020, selling an estimated $212M.
  • HighTower Advisors's ten largest holdings make up 21% of its $24B portfolio in Q4 2020.
  • HighTower Advisors opened 532 new positions and closed 478 in Q4 2020.
  • HighTower Advisors's portfolio value rose 16% quarter-over-quarter to $24B.

Based on HighTower Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.