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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
UPS icon
126
United Parcel Service
UPS
$97.6B
$130M 0.18%
1,032,857
-61,025
-6% -$8.03M
USFR icon
127
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$129M 0.18%
2,571,494
+253,452
+11% +$12.8M
MCO icon
128
Moody's
MCO
$81.7B
$129M 0.18%
272,459
-12,374
-4% -$5.91M
AZO icon
129
AutoZone
AZO
$48.3B
$128M 0.17%
39,898
-1,656
-4% -$5.24M
DFIC icon
130
Dimensional International Core Equity 2 ETF
DFIC
$14.5B
$126M 0.17%
4,875,770
+259,685
+6% +$6.97M
MDY icon
131
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$125M 0.17%
219,217
+75,426
+52% +$44.2M
COP icon
132
ConocoPhillips
COP
$147B
$125M 0.17%
1,257,243
+165,477
+15% +$17.6M
PM icon
133
Philip Morris
PM
$301B
$125M 0.17%
1,035,015
+30,997
+3% +$3.91M
MKL icon
134
Markel Group
MKL
$25B
$124M 0.17%
72,005
+1,648
+2% +$2.73M
SCHG icon
135
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$124M 0.17%
4,458,615
+115,167
+3% +$3.15M
SO icon
136
Southern Company
SO
$110B
$124M 0.17%
1,504,693
+465,399
+45% +$40.8M
GIS icon
137
General Mills
GIS
$19.2B
$122M 0.17%
1,917,145
+49,630
+3% +$3.33M
VGK icon
138
Vanguard FTSE Europe ETF
VGK
$30B
$121M 0.17%
1,909,574
+143,730
+8% +$9.6M
DFIV icon
139
Dimensional International Value ETF
DFIV
$20.7B
$120M 0.16%
3,393,744
+161,855
+5% +$5.94M
HON icon
140
Honeywell
HON
$77.1B
$119M 0.16%
561,285
+62,587
+13% +$13.1M
WHR icon
141
Whirlpool
WHR
$2.42B
$118M 0.16%
1,034,607
+1,344
+0.1% +$148K
VGSH icon
142
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$118M 0.16%
2,030,872
+144,915
+8% +$8.46M
EFA icon
143
iShares MSCI EAFE ETF
EFA
$76.4B
$115M 0.16%
1,522,950
+26,744
+2% +$2.12M
MDT icon
144
Medtronic
MDT
$107B
$115M 0.16%
1,439,247
-14,383
-1% -$1.25M
AEP icon
145
American Electric Power
AEP
$73.7B
$114M 0.16%
1,239,706
+30,031
+2% +$2.91M
DFAT icon
146
Dimensional US Targeted Value ETF
DFAT
$14.5B
$114M 0.16%
2,042,795
-226
-0% -$12.9K
SRE icon
147
Sempra
SRE
$60.8B
$112M 0.15%
1,272,242
-129
-0% -$11.3K
IXUS icon
148
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$111M 0.15%
1,675,007
+70,710
+4% +$4.91M
DFEM icon
149
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$109M 0.15%
4,161,326
+167,916
+4% +$4.56M
ISRG icon
150
Intuitive Surgical
ISRG
$121B
$109M 0.15%
208,051
+49,618
+31% +$25.8M
4 5
6
7 8

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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.