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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 | |
|---|---|---|---|---|---|---|
1051
LPL Financial
LPLA
$26.5B
| $4.96M | 0.01% |
15,200
+2,417
| +19% | +$715K |
|
1052
Arm
ARM
$284B
| $4.93M | 0.01% |
40,002
+3,150
| +9% | +$444K |
|
1053
Icon
ICLR
$13B
| $4.92M | 0.01% |
23,464
-1,880
| -7% | -$439K |
|
1054
Davis Select Financial ETF
DFNL
$461M
| $4.92M | 0.01% |
129,085
+13,135
| +11% | +$511K |
|
1055
Barclays
BCS
$96.3B
| $4.9M | 0.01% |
368,889
-3,420
| -0.9% | -$44.3K |
|
1056
RELX
RELX
$62.3B
| $4.9M | 0.01% |
107,830
-5,251
| -5% | -$246K |
|
1057
Franklin FTSE South Korea ETF
FLKR
$1.26B
| $4.89M | 0.01% |
+280,942
| New | +$5.47M |
|
1058
Brookfield Infrastructure Partners
BIP
$18.6B
| $4.88M | 0.01% |
153,645
-536
| -0.3% | -$18.3K |
|
1059
AvalonBay Communities
AVB
$26.8B
| $4.88M | 0.01% |
22,204
-66
| -0.3% | -$14.9K |
|
1060
Sprott Physical Gold and Silver Trust
CEF
$7.49B
| $4.86M | 0.01% |
204,428
-78,373
| -28% | -$1.94M |
|
1061
Vertiv
VRT
$110B
| $4.85M | 0.01% |
42,716
+2,008
| +5% | +$238K |
|
1062
Waters Corp
WAT
$36.4B
| $4.85M | 0.01% |
13,077
+1,776
| +16% | +$650K |
|
1063
Zoom
ZM
$26.7B
| $4.84M | 0.01% |
59,344
-4,274
| -7% | -$336K |
|
|
PDO
1064
PIMCO Dynamic Income Opportunities Fund
PDO
$1.83B
| $4.83M | 0.01% |
355,486
+87,304
| +33% | +$1.19M |
|
1065
Accel Entertainment
ACEL
$1.01B
| $4.82M | 0.01% |
451,105
| – | – |
|
1066
iShares Core MSCI Europe ETF
IEUR
$8.8B
| $4.81M | 0.01% |
89,028
-7,407
| -8% | -$422K |
|
1067
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.32B
| $4.8M | 0.01% |
112,018
-5,376
| -5% | -$244K |
|
1068
State Street US Sector Rotation ETF
XLSR
$998M
| $4.79M | 0.01% |
89,724
-1,307
| -1% | -$70K |
|
1069
Harbor Long-Short Equity ETF
LSEQ
$15.5M
| $4.76M | 0.01% |
175,670
-5,828
| -3% | -$165K |
|
1070
Sony
SONY
$131B
| $4.75M | 0.01% |
224,623
+7,918
| +4% | +$154K |
|
|
IBTF
1071
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| $4.74M | 0.01% |
203,216
+45,281
| +29% | +$1.06M |
|
1072
Corcept Therapeutics
CORT
$9.78B
| $4.72M | 0.01% |
93,677
+22,011
| +31% | +$1.15M |
|
1073
Wabtec
WAB
$50.8B
| $4.68M | 0.01% |
24,704
+3,082
| +14% | +$597K |
|
1074
Toll Brothers
TOL
$14.1B
| $4.67M | 0.01% |
37,074
-11,306
| -23% | -$1.68M |
|
1075
iShares China Large-Cap ETF
FXI
$4.22B
| $4.67M | 0.01% |
153,271
+212
| +0.1% | +$6.68K |
|
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.