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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
INFY icon
1351
Infosys
INFY
$49.7B
$2.61M ﹤0.01%
118,938
+29,507
+33% +$660K
GNMA icon
1352
iShares GNMA Bond ETF
GNMA
$425M
$2.61M ﹤0.01%
60,715
-507
-0.8% -$22.1K
FXN icon
1353
First Trust Energy AlphaDEX Fund
FXN
$372M
$2.61M ﹤0.01%
159,496
-3,023
-2% -$50.8K
CBZ icon
1354
CBIZ
CBZ
$2.5B
$2.6M ﹤0.01%
31,822
+5
+0% +$374
XSW icon
1355
State Street SPDR S&P Software & Services ETF
XSW
$438M
$2.6M ﹤0.01%
13,780
-425
-3% -$77.1K
ARB icon
1356
AltShares Merger Arbitrage ETF
ARB
$102M
$2.6M ﹤0.01%
94,524
+1,276
+1% +$35.5K
RHI icon
1357
Robert Half
RHI
$4.04B
$2.6M ﹤0.01%
36,911
+863
+2% +$61.5K
QRVO icon
1358
Qorvo
QRVO
$8.01B
$2.6M ﹤0.01%
37,184
-45,388
-55% -$3.63M
QTEC icon
1359
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.41B
$2.6M ﹤0.01%
13,811
-185
-1% -$36K
NFLX icon
1360
PUT
Netflix
NFLX
$304B
$2.59M ﹤0.01%
+600,000
New +$49.4M
MGA icon
1361
Magna International
MGA
$18.9B
$2.58M ﹤0.01%
61,820
-4,904
-7% -$211K
GII icon
1362
State Street SPDR S&P Global Infrastructure ETF
GII
$929M
$2.58M ﹤0.01%
+43,633
New +$2.68M
XNTK icon
1363
State Street SPDR NYSE Technology ETF
XNTK
$2B
$2.58M ﹤0.01%
12,788
-134
-1% -$27.4K
ZJUL
1364
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$179M
$2.57M ﹤0.01%
95,050
– –
BSMT icon
1365
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$281M
$2.57M ﹤0.01%
111,951
+6,401
+6% +$148K
HRL icon
1366
Hormel Foods
HRL
$14.2B
$2.56M ﹤0.01%
81,659
+4,299
+6% +$135K
CNP icon
1367
CenterPoint Energy
CNP
$29B
$2.56M ﹤0.01%
80,577
+2,283
+3% +$70.3K
BXMT icon
1368
Blackstone Mortgage Trust
BXMT
$2.83B
$2.56M ﹤0.01%
146,786
-46,303
-24% -$856K
XMLV icon
1369
Invesco S&P MidCap Low Volatility ETF
XMLV
$768M
$2.55M ﹤0.01%
41,934
-2,882
-6% -$180K
FPEI icon
1370
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$2.54M ﹤0.01%
135,920
+1,226
+0.9% +$23.1K
LUV icon
1371
Southwest Airlines
LUV
$22.5B
$2.54M ﹤0.01%
75,531
+9,668
+15% +$308K
IXC icon
1372
iShares Global Energy ETF
IXC
$2.69B
$2.54M ﹤0.01%
66,496
-7,594
-10% -$311K
EUFN icon
1373
iShares MSCI Europe Financials ETF
EUFN
$4.05B
$2.53M ﹤0.01%
108,740
+2,971
+3% +$71.1K
ALC icon
1374
Alcon
ALC
$33.6B
$2.53M ﹤0.01%
29,799
-394
-1% -$35.5K
FXF icon
1375
Invesco CurrencyShares Swiss Franc Trust
FXF
$409M
$2.52M ﹤0.01%
25,705
+319
+1% +$32.3K
53 54
55
56 57

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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.