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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 | |
|---|---|---|---|---|---|---|
1526
Prosperity Bancshares
PB
$8.82B
| $1.94M | ﹤0.01% |
25,756
+4,096
| +19% | +$316K |
|
1527
iShares MSCI Spain ETF
EWP
$2.08B
| $1.94M | ﹤0.01% |
62,449
-117
| -0.2% | -$3.88K |
|
1528
Cheesecake Factory
CAKE
$4.42B
| $1.93M | ﹤0.01% |
40,665
+676
| +2% | +$31.1K |
|
1529
Walker & Dunlop
WD
$1.75B
| $1.93M | ﹤0.01% |
19,838
-182
| -0.9% | -$19.7K |
|
1530
Intapp
INTA
$2.36B
| $1.92M | ﹤0.01% |
29,961
-13,771
| -31% | -$790K |
|
1531
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
| $1.91M | ﹤0.01% |
29,872
+4,002
| +15% | +$258K |
|
1532
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
| $1.91M | ﹤0.01% |
86,095
+24,646
| +40% | +$549K |
|
1533
Mueller Industries
MLI
$14.7B
| $1.91M | ﹤0.01% |
48,126
+8,060
| +20% | +$328K |
|
1534
Gabelli Dividend & Income Trust
GDV
$2.62B
| $1.91M | ﹤0.01% |
78,945
-15,854
| -17% | -$391K |
|
|
GTY
1535
Getty Realty Corp
GTY
$2.12B
| $1.9M | ﹤0.01% |
63,200
+391
| +0.6% | +$12.4K |
|
1536
NatWest
NWG
$70.6B
| $1.9M | ﹤0.01% |
187,217
-7,557
| -4% | -$74.8K |
|
1537
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$222M
| $1.9M | ﹤0.01% |
96,794
+6,678
| +7% | +$133K |
|
1538
Evercore
EVR
$13.2B
| $1.9M | ﹤0.01% |
6,857
+1,480
| +28% | +$419K |
|
1539
Wintrust Financial
WTFC
$10.9B
| $1.9M | ﹤0.01% |
15,241
+3,961
| +35% | +$489K |
|
1540
Lennox International
LII
$18.9B
| $1.89M | ﹤0.01% |
3,107
+123
| +4% | +$76.9K |
|
1541
Cabot Corp
CBT
$4.7B
| $1.89M | ﹤0.01% |
20,733
-307
| -1% | -$33K |
|
1542
Oaktree Specialty Lending
OCSL
$1.06B
| $1.89M | ﹤0.01% |
123,788
-17,289
| -12% | -$277K |
|
|
RDFN
1543
DELISTED
Redfin
RDFN
| $1.89M | ﹤0.01% |
240,273
-29,244
| -11% | -$284K |
|
1544
monday.com
MNDY
$3.68B
| $1.89M | ﹤0.01% |
8,028
-1,915
| -19% | -$530K |
|
1545
Cirrus Logic
CRUS
$6.87B
| $1.89M | ﹤0.01% |
18,972
+11,123
| +142% | +$1.22M |
|
1546
Estee Lauder
EL
$30.7B
| $1.89M | ﹤0.01% |
25,143
-3,066
| -11% | -$242K |
|
1547
RenaissanceRe
RNR
$13.9B
| $1.88M | ﹤0.01% |
7,575
-4,649
| -38% | -$1.25M |
|
|
APOC
1548
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$69.9M
| $1.88M | ﹤0.01% |
+73,720
| New | +$1.87M |
|
1549
American Financial Group
AFG
$12B
| $1.87M | ﹤0.01% |
13,658
+1,685
| +14% | +$232K |
|
1550
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.78B
| $1.87M | ﹤0.01% |
23,163
+984
| +4% | +$82.1K |
|
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.