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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 | |
|---|---|---|---|---|---|---|
1701
iShares ESG Advanced MSCI USA ETF
USXF
$1.4B
| $1.47M | ﹤0.01% |
29,484
+21,944
| +291% | +$1.12M |
|
1702
Tootsie Roll Industries
TR
$2.94B
| $1.46M | ﹤0.01% |
47,969
+400
| +0.8% | +$11.8K |
|
1703
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.87B
| $1.46M | ﹤0.01% |
18,887
-752
| -4% | -$52.3K |
|
1704
Brown-Forman Class B
BF.B
$13.3B
| $1.46M | ﹤0.01% |
38,411
-2,182
| -5% | -$96K |
|
1705
Timken Company
TKR
$9.72B
| $1.46M | ﹤0.01% |
20,402
+93
| +0.5% | +$7.31K |
|
1706
John Hancock Multifactor Developed International ETF
JHMD
$950M
| $1.45M | ﹤0.01% |
45,297
-2,494
| -5% | -$83.8K |
|
1707
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.65B
| $1.45M | ﹤0.01% |
25,323
+879
| +4% | +$51.5K |
|
1708
ARK Web x.0 ETF
ARKW
$1.64B
| $1.45M | ﹤0.01% |
13,436
+87
| +0.7% | +$8.73K |
|
1709
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$223M
| $1.45M | ﹤0.01% |
28,817
+457
| +2% | +$23.3K |
|
1710
Neurocrine Biosciences
NBIX
$18.4B
| $1.45M | ﹤0.01% |
10,600
+1,013
| +11% | +$125K |
|
1711
NewMarket
NEU
$7.2B
| $1.45M | ﹤0.01% |
2,736
-2,654
| -49% | -$1.42M |
|
1712
Amplify Junior Silver Miners ETF
SILJ
$3.19B
| $1.44M | ﹤0.01% |
145,401
+9,838
| +7% | +$123K |
|
1713
JPMorgan US Tech Leaders ETF
JTEK
$4B
| $1.44M | ﹤0.01% |
19,076
+794
| +4% | +$58.9K |
|
1714
Fairlead Tactical Sector ETF
TACK
$291M
| $1.44M | ﹤0.01% |
52,737
-6,014
| -10% | -$170K |
|
1715
Azenta
AZTA
$1.33B
| $1.44M | ﹤0.01% |
28,821
-1,744
| -6% | -$79.4K |
|
1716
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
| $1.44M | ﹤0.01% |
28,867
-245
| -0.8% | -$12.3K |
|
1717
Clear Secure
YOU
$5.43B
| $1.44M | ﹤0.01% |
53,940
-25,966
| -32% | -$784K |
|
1718
Everest Group
EG
$15.8B
| $1.44M | ﹤0.01% |
3,963
+1,614
| +69% | +$604K |
|
1719
Post Holdings
POST
$4.27B
| $1.44M | ﹤0.01% |
12,538
+4,072
| +48% | +$464K |
|
1720
Antero Resources
AR
$10.5B
| $1.43M | ﹤0.01% |
40,915
+22,483
| +122% | +$681K |
|
1721
InvenTrust Properties
IVT
$2.81B
| $1.43M | ﹤0.01% |
47,551
-4,004
| -8% | -$120K |
|
1722
WPP
WPP
$4.59B
| $1.43M | ﹤0.01% |
27,798
+8,140
| +41% | +$430K |
|
1723
Lumen
LUMN
$6.38B
| $1.43M | ﹤0.01% |
268,524
+11,119
| +4% | +$76.7K |
|
1724
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$344M
| $1.42M | ﹤0.01% |
60,376
+4,115
| +7% | +$97.5K |
|
1725
Churchill Downs
CHDN
$6.22B
| $1.42M | ﹤0.01% |
10,638
-1,049
| -9% | -$145K |
|
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.