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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 | |
|---|---|---|---|---|---|---|
1126
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.84B
| $4.1M | 0.01% |
85,639
+649
| +0.8% | +$32.2K |
|
1127
Cemex
CX
$17.6B
| $4.1M | 0.01% |
726,418
-26,574
| -4% | -$151K |
|
1128
iShares US Financial Services ETF
IYG
$2.16B
| $4.07M | 0.01% |
52,367
+3,839
| +8% | +$296K |
|
1129
Global Payments
GPN
$23B
| $4.07M | 0.01% |
36,294
+6,533
| +22% | +$714K |
|
1130
GoDaddy
GDDY
$12.8B
| $4.07M | 0.01% |
20,604
+4,219
| +26% | +$771K |
|
1131
John Hancock Mortgage-Backed Securities ETF
JHMB
$205M
| $4.05M | 0.01% |
+188,663
| New | +$4.12M |
|
1132
JPMorgan Active Bond ETF
JBND
$8.45B
| $4.05M | 0.01% |
77,563
+2,226
| +3% | +$118K |
|
1133
Federal Realty Investment Trust
FRT
$11B
| $4.05M | 0.01% |
36,200
+1,614
| +5% | +$182K |
|
1134
TKO Group
TKO
$13.7B
| $4.05M | 0.01% |
28,485
+2,288
| +9% | +$299K |
|
1135
Ventas
VTR
$48.7B
| $4.04M | 0.01% |
68,536
-2,687
| -4% | -$169K |
|
1136
Global X Artificial Intelligence & Technology ETF
AIQ
$9.26B
| $4.03M | 0.01% |
104,424
+4,847
| +5% | +$186K |
|
1137
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$73.7M
| $4.03M | 0.01% |
117,923
| – | – |
|
|
WCN
1138
Waste Connections
WCN
$42.7B
| $4.01M | 0.01% |
23,381
-1,299
| -5% | -$236K |
|
1139
Innovator US Equity Power Buffer ETF February
PFEB
$911M
| $4M | 0.01% |
108,760
-1,810
| -2% | -$66K |
|
1140
Terex
TEX
$7.89B
| $3.99M | 0.01% |
86,353
-10,135
| -11% | -$528K |
|
1141
Ferguson
FERG
$45.4B
| $3.98M | 0.01% |
22,939
-4,189
| -15% | -$832K |
|
1142
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.57B
| $3.96M | 0.01% |
50,883
+837
| +2% | +$66K |
|
1143
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.29B
| $3.95M | 0.01% |
36,193
-3,710
| -9% | -$420K |
|
1144
Alcoa
AA
$11.6B
| $3.95M | 0.01% |
104,602
+3,841
| +4% | +$160K |
|
1145
Zebra Technologies
ZBRA
$12.6B
| $3.95M | 0.01% |
10,223
+4,300
| +73% | +$1.67M |
|
1146
MGM Resorts International
MGM
$11.8B
| $3.94M | 0.01% |
113,839
-9,358
| -8% | -$354K |
|
1147
NRG Energy
NRG
$28.8B
| $3.94M | 0.01% |
43,650
+11,920
| +38% | +$1.1M |
|
1148
BHP
BHP
$213B
| $3.93M | 0.01% |
80,460
-41,002
| -34% | -$2.23M |
|
1149
Sprott Physical Silver Trust
PSLV
$12B
| $3.92M | 0.01% |
406,149
+6,825
| +2% | +$72K |
|
1150
CoStar Group
CSGP
$11.9B
| $3.91M | 0.01% |
54,629
+12,521
| +30% | +$946K |
|
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.