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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 | |
|---|---|---|---|---|---|---|
1576
Bank of Hawaii
BOH
$3.17B
| $1.78M | ﹤0.01% |
25,024
+1,369
| +6% | +$98.8K |
|
1577
BWX Technologies
BWXT
$15.5B
| $1.78M | ﹤0.01% |
15,979
+1,493
| +10% | +$182K |
|
1578
SiteOne Landscape Supply
SITE
$4.58B
| $1.78M | ﹤0.01% |
13,498
+66
| +0.5% | +$9.52K |
|
1579
NEOS S&P 500 High Income ETF
SPYI
$10.7B
| $1.78M | ﹤0.01% |
34,996
+13,614
| +64% | +$705K |
|
1580
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.75B
| $1.78M | ﹤0.01% |
18,970
+530
| +3% | +$50.1K |
|
1581
Webster Financial
WBS
$12.5B
| $1.78M | ﹤0.01% |
32,155
+177
| +0.6% | +$9.72K |
|
1582
Bitwise Bitcoin ETF
BITB
$2.45B
| $1.78M | ﹤0.01% |
34,917
+6,810
| +24% | +$308K |
|
1583
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$265M
| $1.77M | ﹤0.01% |
37,562
-7,715
| -17% | -$377K |
|
|
MRCC
1584
DELISTED
Monroe Capital Corp
MRCC
| $1.77M | ﹤0.01% |
208,083
-29,169
| -12% | -$240K |
|
|
GHLD
1585
DELISTED
Guild Holdings
GHLD
| $1.77M | ﹤0.01% |
125,311
+101,209
| +420% | +$1.45M |
|
1586
Onto Innovation
ONTO
$12B
| $1.76M | ﹤0.01% |
10,587
+403
| +4% | +$73.6K |
|
1587
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.91B
| $1.76M | ﹤0.01% |
23,551
-46,803
| -67% | -$3.64M |
|
1588
Robinhood
HOOD
$83.3B
| $1.76M | ﹤0.01% |
47,232
+15,864
| +51% | +$512K |
|
1589
VanEck CEF Muni Income ETF
XMPT
$219M
| $1.76M | ﹤0.01% |
81,811
-8,105
| -9% | -$182K |
|
1590
Pacer Swan SOS Fund of Funds ETF
PSFF
$589M
| $1.76M | ﹤0.01% |
60,002
-3,972
| -6% | -$116K |
|
1591
Cullen/Frost Bankers
CFR
$10.5B
| $1.76M | ﹤0.01% |
13,083
+1,003
| +8% | +$132K |
|
1592
Rithm Capital
RITM
$5.46B
| $1.76M | ﹤0.01% |
162,100
-68,655
| -30% | -$744K |
|
1593
Hanover Insurance
THG
$7.84B
| $1.75M | ﹤0.01% |
11,346
-154
| -1% | -$23.9K |
|
1594
Encompass Health
EHC
$11.5B
| $1.75M | ﹤0.01% |
18,955
+1,764
| +10% | +$173K |
|
|
JBTM
1595
JBT Marel
JBTM
$7.59B
| $1.74M | ﹤0.01% |
13,699
+866
| +7% | +$99.9K |
|
1596
First Trust Technology AlphaDEX Fund
FXL
$2.45B
| $1.74M | ﹤0.01% |
11,711
-53
| -0.5% | -$7.83K |
|
1597
Rayonier
RYN
$6.64B
| $1.74M | ﹤0.01% |
69,821
-1,166
| -2% | -$32.5K |
|
1598
iShares ESG Screened S&P 500 ETF
XVV
$643M
| $1.74M | ﹤0.01% |
38,340
+1,038
| +3% | +$47.2K |
|
1599
Zillow
Z
$7.7B
| $1.74M | ﹤0.01% |
23,452
+6,174
| +36% | +$441K |
|
1600
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$276M
| $1.73M | ﹤0.01% |
26,812
-2,109
| -7% | -$137K |
|
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.