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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 | |
|---|---|---|---|---|---|---|
1226
Tapestry
TPR
$29.8B
| $3.35M | ﹤0.01% |
51,278
+481
| +0.9% | +$26.3K |
|
1227
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
| $3.34M | ﹤0.01% |
127,571
-9,773
| -7% | -$268K |
|
1228
Trimble
TRMB
$13B
| $3.34M | ﹤0.01% |
47,216
+7,152
| +18% | +$486K |
|
1229
DoorDash
DASH
$80.3B
| $3.34M | ﹤0.01% |
19,885
-1,653
| -8% | -$272K |
|
1230
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$638M
| $3.33M | ﹤0.01% |
168,192
+42,979
| +34% | +$865K |
|
1231
First Trust Senior Loan Fund ETF
FTSL
$2.32B
| $3.32M | ﹤0.01% |
71,904
-12,728
| -15% | -$588K |
|
1232
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
| $3.32M | ﹤0.01% |
165,145
+9,745
| +6% | +$198K |
|
1233
PUT
Broadcom
AVGO
$1.82T
| $3.32M | ﹤0.01% |
291,700
+92,300
| +46% | +$17.1M |
|
1234
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.15B
| $3.32M | ﹤0.01% |
31,338
+1,717
| +6% | +$190K |
|
1235
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$969M
| $3.32M | ﹤0.01% |
73,633
+8,251
| +13% | +$380K |
|
1236
Globus Medical
GMED
$10.6B
| $3.31M | ﹤0.01% |
40,002
+935
| +2% | +$73.7K |
|
1237
iRadimed
IRMD
$1.22B
| $3.3M | ﹤0.01% |
60,000
-22,356
| -27% | -$1.18M |
|
1238
Portland General Electric
POR
$5.93B
| $3.29M | ﹤0.01% |
75,389
-10,362
| -12% | -$482K |
|
1239
PUT
Tesla
TSLA
$1.22T
| $3.29M | ﹤0.01% |
63,300
+30,500
| +93% | +$9.81M |
|
1240
Global X Uranium ETF
URA
$5.6B
| $3.27M | ﹤0.01% |
122,228
+29,386
| +32% | +$899K |
|
|
SCHR
1241
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
| $3.26M | ﹤0.01% |
134,170
+8,032
| +6% | +$198K |
|
1242
Darden Restaurants
DRI
$23.4B
| $3.26M | ﹤0.01% |
17,448
+1,579
| +10% | +$265K |
|
1243
J. Jill
JILL
$261M
| $3.25M | ﹤0.01% |
117,716
-15,969
| -12% | -$411K |
|
1244
Federal Signal
FSS
$7.22B
| $3.25M | ﹤0.01% |
35,173
-528
| -1% | -$48.5K |
|
1245
Carnival Corporation Ltd
CCL
$37.1B
| $3.24M | ﹤0.01% |
130,041
-49,344
| -28% | -$1.15M |
|
1246
Enovix
ENVX
$923M
| $3.24M | ﹤0.01% |
340,373
+33,948
| +11% | +$298K |
|
1247
Ciena
CIEN
$53.4B
| $3.24M | ﹤0.01% |
38,149
-7,277
| -16% | -$522K |
|
1248
VanEck Junior Gold Miners ETF
GDXJ
$7.15B
| $3.23M | ﹤0.01% |
75,577
-5,976
| -7% | -$290K |
|
1249
Veeva Systems
VEEV
$31.6B
| $3.22M | ﹤0.01% |
15,331
-303
| -2% | -$66.6K |
|
1250
First Trust Health Care AlphaDEX Fund
FXH
$1.02B
| $3.21M | ﹤0.01% |
30,853
-743
| -2% | -$80.7K |
|
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.