We are live on ! Find out more
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
BBY icon
1151
Best Buy
BBY
$18.6B
$3.9M 0.01%
45,406
-2,698
-6% -$246K
SPSC icon
1152
SPS Commerce
SPSC
$2.41B
$3.89M 0.01%
21,161
+12,933
+157% +$2.43M
STOT icon
1153
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$500M
$3.89M 0.01%
83,011
+62,917
+313% +$2.96M
FYX icon
1154
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.36B
$3.89M 0.01%
38,454
-1,032
-3% -$107K
BDEC icon
1155
Innovator US Equity Buffer ETF December
BDEC
$216M
$3.86M 0.01%
89,646
+19,496
+28% +$848K
VIRT icon
1156
Virtu Financial
VIRT
$5.12B
$3.86M 0.01%
108,299
+5,679
+6% +$195K
FPX icon
1157
First Trust US Equity Opportunities ETF
FPX
$1.51B
$3.86M 0.01%
32,259
-999
-3% -$120K
KIM icon
1158
Kimco Realty
KIM
$17.8B
$3.83M 0.01%
163,281
-3,948
-2% -$95.6K
ENPH icon
1159
Enphase Energy
ENPH
$5.01B
$3.82M 0.01%
55,684
-15,968
-22% -$1.27M
LEN icon
1160
Lennar Class A
LEN
$20.5B
$3.81M 0.01%
28,886
+690
+2% +$112K
IGM icon
1161
iShares Expanded Tech Sector ETF
IGM
$9.92B
$3.81M 0.01%
37,318
+32
+0.1% +$3.22K
EEMV icon
1162
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$3.8M 0.01%
65,599
-279
-0.4% -$16.9K
AVSE icon
1163
Avantis Responsible Emerging Markets Equity ETF
AVSE
$210M
$3.8M 0.01%
75,301
+3,428
+5% +$183K
CRS icon
1164
Carpenter Technology
CRS
$28.8B
$3.79M 0.01%
22,360
+8,168
+58% +$1.4M
MINO icon
1165
PIMCO Municipal Income Opportunities Active ETF
MINO
$726M
$3.79M 0.01%
+84,056
New +$3.83M
MSM icon
1166
MSC Industrial Direct
MSM
$7.07B
$3.78M 0.01%
50,548
+4,041
+9% +$333K
FREL icon
1167
Fidelity MSCI Real Estate Index ETF
FREL
$1.52B
$3.77M 0.01%
139,563
+3,678
+3% +$105K
WES icon
1168
Western Midstream Partners
WES
$19.3B
$3.77M 0.01%
98,008
+3,409
+4% +$132K
RLI icon
1169
RLI Corp
RLI
$5.88B
$3.77M 0.01%
45,698
-132
-0.3% -$11K
SCHH icon
1170
Schwab US REIT ETF
SCHH
$11.7B
$3.76M 0.01%
178,718
-405,626
-69% -$9.07M
AAAU icon
1171
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.48B
$3.75M 0.01%
144,502
-50,779
-26% -$1.34M
SMFG icon
1172
Sumitomo Mitsui Financial
SMFG
$167B
$3.74M 0.01%
257,959
+11,363
+5% +$156K
DBMF icon
1173
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.03B
$3.73M 0.01%
142,711
+19,924
+16% +$542K
XSD icon
1174
State Street SPDR S&P Semiconductor ETF
XSD
$2.75B
$3.73M 0.01%
15,015
-362
-2% -$88.7K
COHR icon
1175
Coherent
COHR
$53.1B
$3.73M 0.01%
39,330
+26
+0.1% +$2.6K
45 46
47
48 49

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.