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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 | |
|---|---|---|---|---|---|---|
|
K
1326
DELISTED
Kellanova
K
| $2.75M | ﹤0.01% |
33,946
+18,001
| +113% | +$1.45M |
|
1327
iShares Future Exponential Technologies ETF
XT
$3.79B
| $2.75M | ﹤0.01% |
46,027
-2,360
| -5% | -$143K |
|
1328
PUT
Meta Platforms (Facebook)
META
$1.51T
| $2.74M | ﹤0.01% |
60,100
+50,000
| +495% | +$29.3M |
|
1329
Ryan Specialty Holdings
RYAN
$5.94B
| $2.73M | ﹤0.01% |
42,533
+2,564
| +6% | +$178K |
|
|
ESGR
1330
DELISTED
Enstar Group
ESGR
| $2.73M | ﹤0.01% |
8,472
| – | – |
|
1331
BioMarin Pharmaceuticals
BMRN
$12B
| $2.73M | ﹤0.01% |
41,468
+10,930
| +36% | +$732K |
|
1332
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$477M
| $2.72M | ﹤0.01% |
115,311
+28,614
| +33% | +$692K |
|
1333
Vanguard Materials ETF
VAW
$3.06B
| $2.72M | ﹤0.01% |
14,484
+2,528
| +21% | +$520K |
|
1334
Marathon Digital Holdings
MARA
$4.33B
| $2.71M | ﹤0.01% |
161,860
+27,147
| +20% | +$549K |
|
1335
BrightView Holdings
BV
$1.33B
| $2.71M | ﹤0.01% |
169,270
+5
| +0% | +$83 |
|
|
CWAN
1336
DELISTED
Clearwater Analytics
CWAN
| $2.68M | ﹤0.01% |
97,559
+88,159
| +938% | +$2.5M |
|
1337
Euronet Worldwide
EEFT
$3.14B
| $2.66M | ﹤0.01% |
25,883
+209
| +0.8% | +$21.3K |
|
1338
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.77B
| $2.66M | ﹤0.01% |
61,453
-259
| -0.4% | -$11.7K |
|
1339
Teck Resources
TECK
$29B
| $2.66M | ﹤0.01% |
65,524
+33
| +0.1% | +$1.54K |
|
1340
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.91B
| $2.65M | ﹤0.01% |
34,342
-309
| -0.9% | -$24.5K |
|
|
CMA
1341
DELISTED
Comerica
CMA
| $2.65M | ﹤0.01% |
42,811
+1,896
| +5% | +$123K |
|
|
SOBO
1342
South Bow Corp
SOBO
$7.75B
| $2.65M | ﹤0.01% |
+112,318
| New | +$2.75M |
|
1343
State Street SPDR S&P 500 ESG ETF
EFIV
$984M
| $2.64M | ﹤0.01% |
46,712
+373
| +0.8% | +$21.3K |
|
1344
Sprouts Farmers Market
SFM
$7.25B
| $2.63M | ﹤0.01% |
20,722
+7,355
| +55% | +$978K |
|
1345
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$949M
| $2.63M | ﹤0.01% |
136,936
+26,235
| +24% | +$511K |
|
1346
Crescent Capital BDC
CCAP
$409M
| $2.63M | ﹤0.01% |
136,664
-5,174
| -4% | -$97.7K |
|
1347
IDEX
IEX
$16.7B
| $2.63M | ﹤0.01% |
12,546
+2,242
| +22% | +$491K |
|
1348
Construction Partners
ROAD
$5.98B
| $2.61M | ﹤0.01% |
29,531
+350
| +1% | +$30.4K |
|
1349
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.34B
| $2.61M | ﹤0.01% |
107,500
-4,020
| -4% | -$102K |
|
1350
SiTime
SITM
$14.6B
| $2.61M | ﹤0.01% |
12,168
-220
| -2% | -$44.8K |
|
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.