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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
EIM
1551
Eaton Vance Municipal Bond Fund
EIM
$493M
$1.86M ﹤0.01%
179,923
+3,540
+2% +$37.3K
TXRH icon
1552
Texas Roadhouse
TXRH
$13.5B
$1.86M ﹤0.01%
10,295
+2,051
+25% +$386K
P
1553
Everpure Inc
P
$24.3B
$1.85M ﹤0.01%
30,114
-981
-3% -$54.6K
FDUS icon
1554
Fidus Investment
FDUS
$766M
$1.85M ﹤0.01%
87,985
+54,722
+165% +$1.11M
CLH icon
1555
Clean Harbors
CLH
$16B
$1.84M ﹤0.01%
8,013
+30
+0.4% +$7.45K
NAUG
1556
Innovator Growth-100 Power Buffer ETF - August
NAUG
$38.2M
$1.83M ﹤0.01%
71,217
-1,216
-2% -$31K
IBTP
1557
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$280M
$1.83M ﹤0.01%
+73,856
New +$1.88M
ADC icon
1558
Agree Realty
ADC
$9.74B
$1.83M ﹤0.01%
26,000
+13,528
+108% +$1.01M
IVOG icon
1559
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.63B
$1.83M ﹤0.01%
16,229
-4,608
-22% -$541K
CDC icon
1560
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$755M
$1.83M ﹤0.01%
29,179
+218
+0.8% +$14.2K
BIZD icon
1561
VanEck BDC Income ETF
BIZD
$1.62B
$1.83M ﹤0.01%
109,772
+14,825
+16% +$245K
IOCT icon
1562
Innovator International Developed Power Buffer ETF October
IOCT
$166M
$1.82M ﹤0.01%
62,217
+39,336
+172% +$1.17M
EXE
1563
Expand Energy Corp
EXE
$21.2B
$1.82M ﹤0.01%
18,309
+6,838
+60% +$631K
TRI icon
1564
Thomson Reuters
TRI
$45.1B
$1.82M ﹤0.01%
11,174
+101
+0.9% +$17K
ARE icon
1565
Alexandria Real Estate Equities
ARE
$9.41B
$1.82M ﹤0.01%
18,662
-223,081
-92% -$24.5M
SMCI icon
1566
Super Micro Computer
SMCI
$18.4B
$1.82M ﹤0.01%
+59,650
New +$2.17M
FTXL icon
1567
First Trust Nasdaq Semiconductor ETF
FTXL
$2.05B
$1.8M ﹤0.01%
20,652
-1,629
-7% -$148K
OLLI icon
1568
Ollie's Bargain Outlet
OLLI
$4.17B
$1.8M ﹤0.01%
16,406
+4,466
+37% +$444K
DFAU icon
1569
Dimensional US Core Equity Market ETF
DFAU
$12.3B
$1.8M ﹤0.01%
44,438
-98
-0.2% -$4K
EJAN icon
1570
Innovator Emerging Markets Power Buffer ETF January
EJAN
$144M
$1.8M ﹤0.01%
61,046
-57,673
-49% -$1.77M
NTRA icon
1571
Natera
NTRA
$36.1B
$1.8M ﹤0.01%
11,342
+1,023
+10% +$149K
SMOT icon
1572
VanEck Morningstar SMID Moat ETF
SMOT
$340M
$1.79M ﹤0.01%
52,001
-5,161
-9% -$184K
FHLC icon
1573
Fidelity MSCI Health Care Index ETF
FHLC
$3.37B
$1.79M ﹤0.01%
27,423
-101,423
-79% -$7.05M
VERX icon
1574
Vertex
VERX
$2.14B
$1.79M ﹤0.01%
+33,582
New +$1.63M
HUM icon
1575
Humana
HUM
$46.7B
$1.79M ﹤0.01%
7,047
-1,945
-22% -$522K
61 62
63
64 65

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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.