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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
UCB
1101
United Community Banks
UCB
$4.21B
$4.37M 0.01%
135,386
-138,754
-51% -$4.32M
MDB icon
1102
MongoDB
MDB
$24.9B
$4.37M 0.01%
18,773
+372
+2% +$105K
FLMI icon
1103
Franklin Dynamic Municipal Bond ETF
FLMI
$2.29B
$4.35M 0.01%
178,132
+56,070
+46% +$1.39M
FNDA icon
1104
Schwab Fundamental US Small Company Index ETF
FNDA
$9.2B
$4.34M 0.01%
146,066
+5,054
+4% +$154K
TEVA icon
1105
Teva Pharmaceuticals
TEVA
$36.2B
$4.33M 0.01%
196,657
+48,052
+32% +$874K
GVI icon
1106
iShares Intermediate Government/Credit Bond ETF
GVI
$3.77B
$4.33M 0.01%
41,557
+276
+0.7% +$29K
PMAY icon
1107
Innovator US Equity Power Buffer ETF May
PMAY
$806M
$4.33M 0.01%
120,518
-7,976
-6% -$284K
VCR icon
1108
Vanguard Consumer Discretionary ETF
VCR
$5.92B
$4.31M 0.01%
11,487
+1,047
+10% +$378K
VPU
1109
Vanguard Utilities ETF
VPU
$8.72B
$4.31M 0.01%
26,356
-1,588
-6% -$272K
DGX icon
1110
Quest Diagnostics
DGX
$25.6B
$4.29M 0.01%
28,410
-34
-0.1% -$5.29K
BUG icon
1111
Global X Cybersecurity ETF
BUG
$1.28B
$4.28M 0.01%
133,307
-37
-0% -$1.2K
DMXF icon
1112
iShares ESG Advanced MSCI EAFE ETF
DMXF
$981M
$4.27M 0.01%
66,087
+10,257
+18% +$697K
ENSG icon
1113
The Ensign Group
ENSG
$10.4B
$4.26M 0.01%
32,093
-383
-1% -$55.6K
AGZD icon
1114
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$131M
$4.24M 0.01%
188,608
-66,057
-26% -$1.48M
WIW
1115
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$507M
$4.23M 0.01%
511,381
-5,047
-1% -$43.6K
TWLO icon
1116
Twilio
TWLO
$29.5B
$4.2M 0.01%
38,900
-9,930
-20% -$908K
FDIS icon
1117
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.62B
$4.2M 0.01%
43,138
-396
-0.9% -$37.1K
ONON icon
1118
On Holding
ONON
$12.4B
$4.2M 0.01%
76,640
+8,563
+13% +$454K
SWK icon
1119
Stanley Black & Decker
SWK
$14.6B
$4.19M 0.01%
52,240
+1,131
+2% +$105K
ADM icon
1120
Archer Daniels Midland
ADM
$40.1B
$4.15M 0.01%
82,203
+3,291
+4% +$178K
LB
1121
LandBridge Co
LB
$2.1B
$4.14M 0.01%
64,034
-4,615
-7% -$277K
BMAR icon
1122
Innovator US Equity Buffer ETF March
BMAR
$249M
$4.14M 0.01%
89,623
-210
-0.2% -$9.63K
CALX icon
1123
Calix
CALX
$2.32B
$4.12M 0.01%
118,245
+27,622
+30% +$972K
BITX icon
1124
2x Bitcoin ETF
BITX
$929M
$4.12M 0.01%
79,662
+58,168
+271% +$2.68M
BUR icon
1125
Burford Capital
BUR
$922M
$4.12M 0.01%
322,845
+8,808
+3% +$118K
43 44
45
46 47

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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.