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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
ALLY icon
1476
Ally Financial
ALLY
$13.4B
$2.11M ﹤0.01%
58,703
-1,510
-3% -$54.8K
BXP icon
1477
Boston Properties
BXP
$11.2B
$2.11M ﹤0.01%
28,404
+367
+1% +$29.8K
MP icon
1478
MP Materials
MP
$7.35B
$2.11M ﹤0.01%
135,348
-10,839
-7% -$201K
FBT icon
1479
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.85B
$2.11M ﹤0.01%
12,702
-3,658
-22% -$625K
XRLV
1480
DELISTED
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
$2.09M ﹤0.01%
39,440
-109
-0.3% -$5.95K
NQP
1481
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
$2.08M ﹤0.01%
186,315
+1,583
+0.9% +$18.9K
BKLN icon
1482
Invesco Senior Loan ETF
BKLN
$6.97B
$2.08M ﹤0.01%
98,724
+23,719
+32% +$500K
LAZ icon
1483
Lazard
LAZ
$4.21B
$2.08M ﹤0.01%
40,365
-60
-0.1% -$3.21K
KEX icon
1484
Kirby Corp
KEX
$7.77B
$2.07M ﹤0.01%
19,555
+11
+0.1% +$1.33K
FLS icon
1485
Flowserve
FLS
$9.38B
$2.06M ﹤0.01%
35,859
-2,047
-5% -$117K
AMPD
1486
DELISTED
CNIC ICE U.S. Carbon Neutral Power Futures Index ETF
AMPD
$2.06M ﹤0.01%
100,000
– –
BIO icon
1487
Bio-Rad Laboratories Class A
BIO
$8.86B
$2.05M ﹤0.01%
6,250
+237
+4% +$80.4K
IVLU icon
1488
iShares MSCI Intl Value Factor ETF
IVLU
$4.34B
$2.05M ﹤0.01%
75,690
+2,621
+4% +$73.8K
DHS icon
1489
WisdomTree US High Dividend Fund
DHS
$1.59B
$2.05M ﹤0.01%
21,911
+113
+0.5% +$10.9K
LYG icon
1490
Lloyds Banking Group
LYG
$87.2B
$2.04M ﹤0.01%
750,542
-155,159
-17% -$443K
PEY icon
1491
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$2.04M ﹤0.01%
95,983
+610
+0.6% +$13.4K
VFLO icon
1492
VictoryShares Free Cash Flow ETF
VFLO
$8.87B
$2.03M ﹤0.01%
59,650
-37,220
-38% -$1.29M
MTZ icon
1493
MasTec
MTZ
$24.7B
$2.03M ﹤0.01%
14,933
+11,422
+325% +$1.53M
COKE icon
1494
Coca-Cola Consolidated
COKE
$13B
$2.03M ﹤0.01%
16,080
+5,940
+59% +$744K
TSPA icon
1495
T. Rowe Price US Equity Research ETF
TSPA
$4.18B
$2.03M ﹤0.01%
+54,779
New +$2.03M
IYY icon
1496
iShares Dow Jones US ETF
IYY
$2.94B
$2.02M ﹤0.01%
14,141
-24,686
-64% -$3.55M
NTAP icon
1497
NetApp
NTAP
$34.2B
$2.02M ﹤0.01%
17,411
-952
-5% -$116K
SUSB icon
1498
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$2.02M ﹤0.01%
81,698
+4,569
+6% +$113K
GCC icon
1499
WisdomTree Enhanced Commodity Strategy Fund
GCC
$266M
$2.01M ﹤0.01%
+106,719
New +$2.03M
EWI icon
1500
iShares MSCI Italy ETF
EWI
$993M
$2.01M ﹤0.01%
55,768
-367
-0.7% -$13.7K
58 59
60
61 62

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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.