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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 | |
|---|---|---|---|---|---|---|
1451
nVent Electric
NVT
$22.9B
| $2.2M | ﹤0.01% |
32,230
+1,052
| +3% | +$77.5K |
|
1452
Norwegian Cruise Line
NCLH
$9.74B
| $2.19M | ﹤0.01% |
85,163
-1,381
| -2% | -$34.9K |
|
1453
OGE Energy
OGE
$10.2B
| $2.19M | ﹤0.01% |
53,050
-1,237
| -2% | -$51.5K |
|
1454
Ingredion
INGR
$6.48B
| $2.18M | ﹤0.01% |
15,879
+557
| +4% | +$78.4K |
|
1455
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$417M
| $2.18M | ﹤0.01% |
18,895
-10
| -0.1% | -$1.21K |
|
1456
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.44B
| $2.18M | ﹤0.01% |
99,429
+40,314
| +68% | +$912K |
|
|
SHYM
1457
iShares Short Duration High Yield Muni Active ETF
SHYM
$796M
| $2.18M | ﹤0.01% |
96,081
+7,949
| +9% | +$182K |
|
1458
Carlyle Group
CG
$16.7B
| $2.17M | ﹤0.01% |
42,915
+3,494
| +9% | +$177K |
|
|
PR
1459
Permian Resources
PR
$16.5B
| $2.17M | ﹤0.01% |
150,596
-131,814
| -47% | -$1.91M |
|
1460
Bank of Montreal
BMO
$127B
| $2.16M | ﹤0.01% |
22,296
+2,322
| +12% | +$219K |
|
1461
Clearway Energy Class C
CWEN
$4.9B
| $2.16M | ﹤0.01% |
83,157
-1,147
| -1% | -$31.7K |
|
1462
Sensient Technologies
SXT
$5.3B
| $2.16M | ﹤0.01% |
30,329
+848
| +3% | +$65.3K |
|
1463
Lincoln Electric
LECO
$14.6B
| $2.15M | ﹤0.01% |
11,490
+792
| +7% | +$160K |
|
1464
Keysight
KEYS
$52.2B
| $2.15M | ﹤0.01% |
13,385
+165
| +1% | +$26.6K |
|
1465
ClearBridge Large Cap Growth Select ETF
LRGE
$371M
| $2.15M | ﹤0.01% |
28,558
+4,296
| +18% | +$325K |
|
1466
John B. Sanfilippo & Son
JBSS
$989M
| $2.15M | ﹤0.01% |
24,655
-120
| -0.5% | -$10.6K |
|
1467
Arrow Electronics
ARW
$10.8B
| $2.15M | ﹤0.01% |
18,975
+474
| +3% | +$58.5K |
|
1468
Atlanta Braves Holdings Series B
BATRK
$3.27B
| $2.14M | ﹤0.01% |
56,055
-333
| -0.6% | -$13.3K |
|
1469
FlexShares International Quality Dividend Index Fund
IQDF
$1.13B
| $2.14M | ﹤0.01% |
91,995
+125
| +0.1% | +$3.12K |
|
1470
Commault Systems
CVLT
$4.97B
| $2.13M | ﹤0.01% |
14,116
+878
| +7% | +$141K |
|
1471
Alliant Energy
LNT
$19.1B
| $2.13M | ﹤0.01% |
36,002
-1,384
| -4% | -$83.7K |
|
1472
Minerals Technologies
MTX
$2.33B
| $2.12M | ﹤0.01% |
27,877
+23,908
| +602% | +$1.88M |
|
1473
Landstar System
LSTR
$6.29B
| $2.12M | ﹤0.01% |
12,343
+537
| +5% | +$98.2K |
|
|
NVMI
1474
Nova
NVMI
$12.8B
| $2.12M | ﹤0.01% |
10,740
-1,034
| -9% | -$199K |
|
1475
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.6B
| $2.11M | ﹤0.01% |
41,588
-2,389
| -5% | -$123K |
|
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.