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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 | |
|---|---|---|---|---|---|---|
1251
Eversource Energy
ES
$28.7B
| $3.21M | ﹤0.01% |
55,890
-3,280
| -6% | -$204K |
|
1252
WisdomTree Japan Hedged Equity Fund
DXJ
$7.13B
| $3.21M | ﹤0.01% |
29,096
-503
| -2% | -$55.1K |
|
1253
Regency Centers
REG
$15B
| $3.2M | ﹤0.01% |
43,253
+13,911
| +47% | +$1.02M |
|
1254
Edison International
EIX
$31.1B
| $3.19M | ﹤0.01% |
39,932
+695
| +2% | +$58.1K |
|
1255
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.05B
| $3.19M | ﹤0.01% |
43,958
+1,763
| +4% | +$135K |
|
1256
Eastman Chemical
EMN
$7.89B
| $3.18M | ﹤0.01% |
34,800
+1,715
| +5% | +$176K |
|
|
NARI
1257
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $3.18M | ﹤0.01% |
62,202
+234
| +0.4% | +$11.5K |
|
1258
Putnam Focused Large Cap Value ETF
PVAL
$13B
| $3.17M | ﹤0.01% |
85,400
+14,555
| +21% | +$560K |
|
1259
WisdomTree India Earnings Fund ETF
EPI
$2.05B
| $3.17M | ﹤0.01% |
70,022
+6,952
| +11% | +$330K |
|
1260
State Street SPDR S&P Capital Markets ETF
KCE
$461M
| $3.17M | ﹤0.01% |
23,010
+1,617
| +8% | +$224K |
|
1261
Cedar Fair
FUN
$1.86B
| $3.16M | ﹤0.01% |
65,603
+304
| +0.5% | +$13.3K |
|
1262
UGI
UGI
$8.03B
| $3.16M | ﹤0.01% |
111,795
+7,895
| +8% | +$205K |
|
1263
Broadstone Net Lease
BNL
$4.3B
| $3.15M | ﹤0.01% |
198,703
-25,481
| -11% | -$444K |
|
1264
Archrock
AROC
$6.09B
| $3.14M | ﹤0.01% |
126,356
-6,153
| -5% | -$143K |
|
1265
Innovator US Small Cap Power Buffer ETF January
KJAN
$323M
| $3.13M | ﹤0.01% |
83,861
+6,587
| +9% | +$251K |
|
1266
Avantis Responsible US Equity ETF
AVSU
$468M
| $3.13M | ﹤0.01% |
47,340
-1,478
| -3% | -$99K |
|
1267
Coca-Cola Europacific Partners
CCEP
$49.5B
| $3.13M | ﹤0.01% |
40,701
-486
| -1% | -$37.5K |
|
1268
Innovator US Equity Buffer ETF June
BJUN
$312M
| $3.12M | ﹤0.01% |
75,153
-300
| -0.4% | -$12.4K |
|
1269
Paycom
PAYC
$7.59B
| $3.12M | ﹤0.01% |
15,215
+184
| +1% | +$37.5K |
|
1270
SoFi Technologies
SOFI
$21.5B
| $3.12M | ﹤0.01% |
202,352
+2,878
| +1% | +$37.4K |
|
1271
NiSource
NI
$22.2B
| $3.11M | ﹤0.01% |
84,705
+48,367
| +133% | +$1.74M |
|
1272
C.H. Robinson
CHRW
$20.2B
| $3.11M | ﹤0.01% |
30,111
-16,196
| -35% | -$1.74M |
|
1273
Innovator Growth Accelerated Plus ETF July
QTJL
$19.6M
| $3.11M | ﹤0.01% |
95,607
| – | – |
|
1274
Invesco S&P Global Water Index ETF
CGW
$1.07B
| $3.1M | ﹤0.01% |
57,125
-37
| -0.1% | -$2.17K |
|
1275
Kinetik
KNTK
$3.61B
| $3.09M | ﹤0.01% |
54,457
+12,638
| +30% | +$683K |
|
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.