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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
AVEM icon
151
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$109M 0.15%
1,846,124
+86,792
+5% +$5.4M
XLF icon
152
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$108M 0.15%
2,241,533
+133,581
+6% +$6.46M
PSA icon
153
Public Storage
PSA
$60.2B
$106M 0.15%
355,175
+5,512
+2% +$1.83M
IWV icon
154
iShares Russell 3000 ETF
IWV
$19.5B
$105M 0.14%
313,229
+2,951
+1% +$993K
IVE icon
155
iShares S&P 500 Value ETF
IVE
$48.9B
$104M 0.14%
546,802
+18,297
+3% +$3.63M
WMB icon
156
Williams Companies
WMB
$90.5B
$103M 0.14%
1,901,514
-161,921
-8% -$8.73M
COWZ icon
157
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$101M 0.14%
1,787,825
-12,156
-0.7% -$713K
VXUS icon
158
Vanguard Total International Stock ETF
VXUS
$153B
$100M 0.14%
1,703,472
+104,188
+7% +$6.45M
AVUV icon
159
Avantis US Small Cap Value ETF
AVUV
$29.7B
$100M 0.14%
1,038,951
+78,306
+8% +$7.78M
XLE icon
160
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$100M 0.14%
2,339,494
+78,978
+3% +$3.59M
KVUE icon
161
Kenvue
KVUE
$37B
$100M 0.14%
4,691,192
+68,086
+1% +$1.54M
EPD icon
162
Enterprise Products Partners
EPD
$83.8B
$98.4M 0.13%
3,136,870
+31,848
+1% +$978K
SPYV icon
163
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$98.2M 0.13%
1,920,285
-33,365
-2% -$1.78M
SCL icon
164
Stepan Co
SCL
$1.31B
$97.7M 0.13%
1,510,034
-508
-0% -$37.6K
XLV icon
165
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$97.6M 0.13%
709,237
-38,162
-5% -$5.58M
DE icon
166
Deere & Co
DE
$170B
$95.9M 0.13%
226,287
+90,490
+67% +$38.1M
SPIB icon
167
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$94.5M 0.13%
2,883,324
+177,554
+7% +$5.88M
TMO icon
168
Thermo Fisher Scientific
TMO
$211B
$92.4M 0.13%
177,670
-4,780
-3% -$2.63M
OXY icon
169
Occidental Petroleum
OXY
$57B
$91.5M 0.13%
1,851,868
-28,666
-2% -$1.45M
SIXS icon
170
ETC 6 Meridian Small Cap Equity ETF
SIXS
$140M
$90.7M 0.12%
1,839,107
+79,539
+5% +$3.98M
CRWD icon
171
CrowdStrike
CRWD
$187B
$90.7M 0.12%
1,060,276
+232,668
+28% +$19.3M
APD icon
172
Air Products & Chemicals
APD
$66.3B
$88.8M 0.12%
306,004
+63,142
+26% +$19.8M
FDX icon
173
FedEx
FDX
$74.5B
$88.5M 0.12%
314,754
+5,194
+2% +$1.45M
ADP icon
174
Automatic Data Processing
ADP
$100B
$88.3M 0.12%
301,542
+10,744
+4% +$3.18M
SPGI icon
175
S&P Global
SPGI
$126B
$87.9M 0.12%
176,532
+2,730
+2% +$1.39M
5 6
7
8 9

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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.