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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
KRE icon
1176
State Street SPDR S&P Regional Banking ETF
KRE
$4.47B
$3.72M 0.01%
61,652
-6,861
-10% -$425K
UBS icon
1177
UBS Group
UBS
$172B
$3.72M 0.01%
122,700
-6,847
-5% -$217K
AEM icon
1178
Agnico Eagle Mines
AEM
$73B
$3.72M 0.01%
47,541
-2,525
-5% -$208K
FIIG icon
1179
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$647M
$3.72M 0.01%
181,751
-7,525
-4% -$157K
BAUG icon
1180
Innovator US Equity Buffer ETF August
BAUG
$198M
$3.71M 0.01%
85,046
-1,041
-1% -$45.3K
DTM icon
1181
DT Midstream
DTM
$14.3B
$3.7M 0.01%
37,244
+1,632
+5% +$155K
ODFL icon
1182
Old Dominion Freight Line
ODFL
$47.2B
$3.7M 0.01%
20,976
-887
-4% -$181K
ESS icon
1183
Essex Property Trust
ESS
$18.7B
$3.7M 0.01%
12,956
+254
+2% +$75K
WTRG icon
1184
Essential Utilities
WTRG
$11.2B
$3.69M 0.01%
101,573
+3,859
+4% +$150K
CGBL icon
1185
Capital Group Core Balanced ETF
CGBL
$7.14B
$3.69M 0.01%
117,868
+22,740
+24% +$718K
BRBR icon
1186
BellRing Brands
BRBR
$1.52B
$3.68M 0.01%
48,800
-1,557
-3% -$111K
MPWR icon
1187
Monolithic Power Systems
MPWR
$65.8B
$3.67M 0.01%
6,206
-314
-5% -$227K
ML
1188
DELISTED
MoneyLion Inc.
ML
$3.67M 0.01%
42,689
-107
-0.3% -$7.22K
ZION icon
1189
Zions Bancorporation
ZION
$10B
$3.65M 0.01%
67,308
+1,861
+3% +$102K
SHM icon
1190
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$3.65M 0.01%
76,931
+4,407
+6% +$210K
EPAM icon
1191
EPAM Systems
EPAM
$4.92B
$3.64M 0.01%
15,555
-2,903
-16% -$646K
DFJ icon
1192
WisdomTree Japan SmallCap Dividend Fund
DFJ
$386M
$3.62M 0.01%
+48,215
New +$3.69M
AVSD icon
1193
Avantis Responsible International Equity ETF
AVSD
$481M
$3.61M ﹤0.01%
64,877
+6,925
+12% +$402K
CGUS icon
1194
Capital Group Core Equity ETF
CGUS
$11.1B
$3.6M ﹤0.01%
102,972
+8,374
+9% +$293K
TDIV icon
1195
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.1B
$3.59M ﹤0.01%
45,737
-486
-1% -$38.9K
TDY icon
1196
Teledyne Technologies
TDY
$30.2B
$3.58M ﹤0.01%
7,703
-124
-2% -$57.8K
INFL icon
1197
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.49B
$3.57M ﹤0.01%
93,692
+45,116
+93% +$1.8M
DOC icon
1198
Healthpeak Properties
DOC
$15.5B
$3.56M ﹤0.01%
175,866
-5,467
-3% -$118K
BOTZ icon
1199
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.2B
$3.56M ﹤0.01%
111,552
-10,031
-8% -$327K
DPZ icon
1200
Domino's
DPZ
$11.4B
$3.55M ﹤0.01%
8,468
-4,425
-34% -$1.93M
46 47
48
49 50

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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.