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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
+9.02%
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
$45.6B
AUM Growth
+$8.26B
Cap. Flow
+$4.7B
Cap. Flow %
10.3%
Top 10 Hldgs %
19.08%
Holding
3,612
New
438
Increased
1,633
Reduced
1,014
Closed
354

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$137M
2
AAPL icon
Apple
AAPL
+$122M
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$110M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$104M
5
JNJ icon
Johnson & Johnson
JNJ
+$89.1M

Top Sells

Rank Stock Value
1
VZ icon
Verizon
VZ
+$34M
2
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$29.6M
3
PXD
Pioneer Natural Resource Co.
PXD
+$28.5M
4
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$28.3M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$26.8M

Sector Composition

Rank Sector Weight
1 Technology 15.19%
2 Financials 11.3%
3 Healthcare 8.29%
4 Consumer Discretionary 6.95%
5 Communication Services 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSKY
1726
DELISTED
Big Sky Growth Partners, Inc. Class A Common Stock
BSKY
$1.06M ﹤0.01%
108,871
+7,275
+7% +$70.9K
RKT icon
1727
Rocket Companies
RKT
$39.6B
$1.05M ﹤0.01%
75,310
+48,264
+178% +$769K
ZION icon
1728
Zions Bancorporation
ZION
$10.1B
$1.05M ﹤0.01%
16,669
+1,228
+8% +$78.4K
JBHT icon
1729
JB Hunt Transport Services
JBHT
$26.1B
$1.05M ﹤0.01%
5,155
+597
+13% +$115K
HPI
1730
John Hancock Preferred Income Fund
HPI
$431M
$1.05M ﹤0.01%
50,516
+806
+2% +$17.1K
WULF icon
1731
TeraWulf
WULF
$8.47B
$1.04M ﹤0.01%
+69,038
New +$1.97M
KOS icon
1732
Kosmos Energy
KOS
$1.39B
$1.04M ﹤0.01%
+299,149
New +$1.07M
PII icon
1733
Polaris
PII
$4.07B
$1.04M ﹤0.01%
9,437
+1,853
+24% +$218K
CMF icon
1734
iShares California Muni Bond ETF
CMF
$4.56B
$1.03M ﹤0.01%
16,546
+1,529
+10% +$95K
WOLF icon
1735
Wolfspeed
WOLF
$1.14B
$1.03M ﹤0.01%
+9,275
New +$1.03M
WTFC icon
1736
Wintrust Financial
WTFC
$10.9B
$1.03M ﹤0.01%
11,364
-232
-2% -$20.7K
TSIB
1737
DELISTED
Tishman Speyer Innovation Corp. II Class A common stock
TSIB
$1.03M ﹤0.01%
105,200
– –
BWA icon
1738
BorgWarner
BWA
$13B
$1.02M ﹤0.01%
25,859
+4,801
+23% +$193K
MJ icon
1739
Amplify Alternative Harvest ETF
MJ
$98.2M
$1.02M ﹤0.01%
7,729
+344
+5% +$54.2K
UWM icon
1740
ProShares Ultra Russell2000
UWM
$249M
$1.02M ﹤0.01%
18,441
-85
-0.5% -$4.89K
ADX icon
1741
Adams Diversified Equity Fund
ADX
$3.08B
$1.02M ﹤0.01%
52,491
+292
+0.6% +$5.87K
TRPA
1742
Hartford AAA CLO ETF
TRPA
$103M
$1.02M ﹤0.01%
25,188
-590
-2% -$24K
FATE icon
1743
Fate Therapeutics
FATE
$270M
$1.02M ﹤0.01%
17,345
+4,182
+32% +$237K
ZT
1744
DELISTED
Zimmer Energy Transition Acquisition Corp. Class A Common Stock
ZT
$1.02M ﹤0.01%
104,988
– –
TRI icon
1745
Thomson Reuters
TRI
$45.1B
$1.01M ﹤0.01%
7,967
-492
-6% -$61.3K
JPEM icon
1746
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$384M
$1M ﹤0.01%
17,748
-42
-0.2% -$2.4K
PRI icon
1747
Primerica
PRI
$10B
$1M ﹤0.01%
6,532
+38
+0.6% +$6.03K
VWOB icon
1748
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.17B
$1M ﹤0.01%
12,869
+405
+3% +$31.4K
K
1749
DELISTED
Kellanova
K
$1M ﹤0.01%
16,541
-1,561
-9% -$92.1K
SASR
1750
DELISTED
Sandy Spring Bancorp Inc
SASR
$1M ﹤0.01%
20,817
+11,846
+132% +$574K
68 69
70
71 72

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HighTower Advisors's Q4 2021 Portfolio in Review

As of Q4 2021, HighTower Advisors held 3,612 positions worth $45.6B, up 22% from $37.4B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $4.7B of net new capital in Q4 2021, opening 438 new positions and adding to 1,633 existing holdings. Its largest new stake was Valmont Industries: 181,507 shares worth $45.5M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Verizon, an estimated $34M trimmed.

  • HighTower Advisors's largest Q4 2021 buy was Valmont Industries: 181,507 shares worth $45.5M.
  • HighTower Advisors added most to Microsoft in Q4 2021, an estimated $137M increase.
  • HighTower Advisors's biggest Q4 2021 reduction was Verizon, cutting an estimated $34M.
  • HighTower Advisors fully exited iShares iBonds Dec 2022 Term Corporate ETF in Q4 2021, selling an estimated $29.6M.
  • HighTower Advisors's ten largest holdings make up 19% of its $45.6B portfolio in Q4 2021.
  • HighTower Advisors opened 438 new positions and closed 354 in Q4 2021.
  • HighTower Advisors's portfolio value rose 22% quarter-over-quarter to $45.6B.

Based on HighTower Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.