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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
TRN icon
1501
Trinity Industries
TRN
$3.03B
$2M ﹤0.01%
57,074
+95
+0.2% +$3.43K
THO icon
1502
Thor Industries
THO
$4.13B
$2M ﹤0.01%
20,920
-482
-2% -$51.4K
TTGT icon
1503
TechTarget
TTGT
$323M
$2M ﹤0.01%
100,804
-1,245,892
-93% -$32.9M
RGLD icon
1504
Royal Gold
RGLD
$16.6B
$2M ﹤0.01%
15,142
+2,493
+20% +$360K
IPG
1505
DELISTED
Interpublic Group of Companies
IPG
$2M ﹤0.01%
71,230
-34,697
-33% -$1.04M
ETH
1506
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$1.99M ﹤0.01%
63,315
+2,549
+4% +$73.9K
UDR icon
1507
UDR
UDR
$12.7B
$1.99M ﹤0.01%
45,825
+443
+1% +$19.6K
AHR icon
1508
American Healthcare REIT
AHR
$11.1B
$1.99M ﹤0.01%
69,983
+16,383
+31% +$441K
NUSC icon
1509
Nuveen ESG Small-Cap ETF
NUSC
$1.29B
$1.99M ﹤0.01%
47,483
-11,129
-19% -$486K
ORI icon
1510
Old Republic International
ORI
$10.8B
$1.99M ﹤0.01%
54,852
+5,243
+11% +$191K
SPYX icon
1511
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.73B
$1.98M ﹤0.01%
41,074
+1,398
+4% +$67.6K
U icon
1512
Unity
U
$13.9B
$1.98M ﹤0.01%
88,017
-8,242
-9% -$183K
FXR icon
1513
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$742M
$1.98M ﹤0.01%
26,408
-1,894
-7% -$148K
DEM icon
1514
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.84B
$1.97M ﹤0.01%
48,749
+12,460
+34% +$527K
NFG icon
1515
National Fuel Gas
NFG
$7.73B
$1.97M ﹤0.01%
32,494
+8,086
+33% +$496K
MAXJ
1516
iShares Large Cap Max Buffer Jun ETF
MAXJ
$153M
$1.97M ﹤0.01%
75,400
– –
HFRO
1517
Highland Opportunities and Income Fund
HFRO
$406M
$1.97M ﹤0.01%
379,174
-12,753
-3% -$72.2K
XJH icon
1518
iShares ESG Screened S&P Mid-Cap ETF
XJH
$424M
$1.97M ﹤0.01%
47,003
+12,847
+38% +$556K
SAN icon
1519
Banco Santander
SAN
$200B
$1.96M ﹤0.01%
430,251
+84,727
+25% +$407K
DGRE icon
1520
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$138M
$1.96M ﹤0.01%
+78,177
New +$2.05M
SW
1521
Smurfit Westrock
SW
$26.6B
$1.96M ﹤0.01%
36,308
-4,379
-11% -$223K
OC icon
1522
Owens Corning
OC
$11.5B
$1.95M ﹤0.01%
11,466
-1,818
-14% -$340K
FEX icon
1523
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
$1.95M ﹤0.01%
18,722
-1,590
-8% -$171K
NGG icon
1524
National Grid
NGG
$81.3B
$1.95M ﹤0.01%
34,274
-15,104
-31% -$909K
BKHY icon
1525
BNY Mellon High Yield Beta ETF
BKHY
$158M
$1.94M ﹤0.01%
40,737
+314
+0.8% +$15.2K
59 60
61
62 63

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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.