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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 | |
|---|---|---|---|---|---|---|
1651
Innovator US Equity Buffer ETF May
BMAY
$231M
| $1.58M | ﹤0.01% |
39,109
| – | – |
|
1652
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
| $1.58M | ﹤0.01% |
73,854
-20,171
| -21% | -$435K |
|
1653
ONE Gas
OGS
$5.06B
| $1.57M | ﹤0.01% |
22,724
-938
| -4% | -$68.5K |
|
1654
Aaon
AAON
$7.68B
| $1.57M | ﹤0.01% |
13,328
+285
| +2% | +$34.9K |
|
1655
First Financial Bancorp
FFBC
$3.55B
| $1.56M | ﹤0.01% |
58,170
+48,281
| +488% | +$1.32M |
|
1656
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
| $1.56M | ﹤0.01% |
198,911
+78,521
| +65% | +$632K |
|
1657
Teradyne
TER
$50.2B
| $1.56M | ﹤0.01% |
12,404
-918
| -7% | -$109K |
|
1658
Certara
CERT
$1.23B
| $1.56M | ﹤0.01% |
146,539
+126,927
| +647% | +$1.38M |
|
|
CADE
1659
DELISTED
Cadence Bank
CADE
| $1.56M | ﹤0.01% |
45,265
+1,325
| +3% | +$46.6K |
|
1660
VanEck Biotech ETF
BBH
$409M
| $1.55M | ﹤0.01% |
9,903
+1,058
| +12% | +$178K |
|
1661
LSB Industries
LXU
$822M
| $1.55M | ﹤0.01% |
204,717
-134
| -0.1% | -$1.15K |
|
1662
RB Global
RBA
$21.7B
| $1.55M | ﹤0.01% |
17,222
+1,271
| +8% | +$114K |
|
1663
Hercules Capital
HTGC
$3.04B
| $1.55M | ﹤0.01% |
77,276
+14,841
| +24% | +$290K |
|
1664
Jack Henry & Associates
JKHY
$11.2B
| $1.55M | ﹤0.01% |
8,849
-258
| -3% | -$46.1K |
|
1665
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$472M
| $1.55M | ﹤0.01% |
43,090
+3,251
| +8% | +$122K |
|
1666
Guardant Health
GH
$19B
| $1.55M | ﹤0.01% |
50,638
-92
| -0.2% | -$2.59K |
|
1667
Aecom
ACM
$9.57B
| $1.54M | ﹤0.01% |
14,457
+2,863
| +25% | +$313K |
|
1668
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$275M
| $1.54M | ﹤0.01% |
71,008
+4,822
| +7% | +$106K |
|
1669
Sylvamo
SLVM
$1.55B
| $1.54M | ﹤0.01% |
19,473
+1,006
| +5% | +$86.8K |
|
1670
Goldman Sachs Hedge Industry VIP ETF
GVIP
$549M
| $1.54M | ﹤0.01% |
12,402
-185
| -1% | -$23.1K |
|
1671
iShares US Utilities ETF
IDU
$1.39B
| $1.53M | ﹤0.01% |
15,919
+5,259
| +49% | +$530K |
|
1672
Doximity
DOCS
$3.85B
| $1.53M | ﹤0.01% |
28,684
+3,630
| +14% | +$178K |
|
1673
Ubiquiti
UI
$32.4B
| $1.53M | ﹤0.01% |
+4,612
| New | +$1.39M |
|
1674
Procore
PCOR
$7.37B
| $1.53M | ﹤0.01% |
20,430
+896
| +5% | +$63.6K |
|
1675
American States Water
AWR
$3.45B
| $1.53M | ﹤0.01% |
19,694
+118
| +0.6% | +$9.83K |
|
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.