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
SPG icon
101
Simon Property Group
SPG
$74.5B
$161M 0.22%
935,479
+42,068
+5% +$7.38M
TMUS icon
102
T-Mobile US
TMUS
$193B
$160M 0.22%
724,976
+1,587
+0.2% +$361K
IWM icon
103
iShares Russell 2000 ETF
IWM
$80.9B
$160M 0.22%
722,894
+81,371
+13% +$18.6M
TSM icon
104
TSMC
TSM
$2.09T
$158M 0.22%
799,902
-7,419
-0.9% -$1.44M
IWB icon
105
iShares Russell 1000 ETF
IWB
$47.7B
$157M 0.21%
486,387
+2,610
+0.5% +$845K
AVUS icon
106
Avantis US Equity ETF
AVUS
$13.8B
$157M 0.21%
1,616,485
-9,171
-0.6% -$900K
VONG icon
107
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
$156M 0.21%
1,509,599
+67,387
+5% +$6.82M
SYK icon
108
Stryker
SYK
$127B
$156M 0.21%
432,332
+5,779
+1% +$2.14M
SPMD icon
109
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$153M 0.21%
2,804,636
+75,029
+3% +$4.22M
AVDE icon
110
Avantis International Equity ETF
AVDE
$17.7B
$150M 0.21%
2,445,508
+37,094
+2% +$2.37M
VGIT icon
111
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$150M 0.2%
2,579,766
+47,160
+2% +$2.77M
NFLX icon
112
Netflix
NFLX
$292B
$147M 0.2%
1,648,970
+37,850
+2% +$3.12M
TXN icon
113
Texas Instruments
TXN
$255B
$146M 0.2%
779,319
+19,257
+3% +$3.85M
SPYG icon
114
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.7B
$145M 0.2%
1,653,389
+168,433
+11% +$14.6M
SCHD icon
115
Schwab US Dividend Equity ETF
SCHD
$102B
$143M 0.2%
5,237,487
+322,188
+7% +$9.16M
VEU icon
116
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$143M 0.2%
2,489,615
+129,031
+5% +$7.77M
ETN icon
117
Eaton
ETN
$157B
$141M 0.19%
424,891
+27,372
+7% +$9.61M
VTEB icon
118
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$139M 0.19%
2,777,472
+817,486
+42% +$41.3M
UNP icon
119
Union Pacific
UNP
$183B
$139M 0.19%
609,588
+19,039
+3% +$4.51M
VBR icon
120
Vanguard Small-Cap Value ETF
VBR
$37.1B
$138M 0.19%
696,587
+27,528
+4% +$5.65M
LIN icon
121
Linde
LIN
$237B
$137M 0.19%
327,436
-6,125
-2% -$2.79M
ITOT icon
122
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$134M 0.18%
1,041,554
-17,555
-2% -$2.27M
CRM icon
123
Salesforce
CRM
$134B
$131M 0.18%
392,336
+25,320
+7% +$8.08M
ADBE icon
124
Adobe
ADBE
$89.5B
$131M 0.18%
294,455
+37,010
+14% +$18.3M
VYM icon
125
Vanguard High Dividend Yield ETF
VYM
$81.1B
$131M 0.18%
1,024,401
+16,945
+2% +$2.21M
3 4
5
6 7

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.