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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 | |
|---|---|---|---|---|---|---|
1776
International Flavors & Fragrances
IFF
$20.2B
| $1.32M | ﹤0.01% |
15,658
+4,243
| +37% | +$399K |
|
1777
Sunoco
SUN
$14.4B
| $1.32M | ﹤0.01% |
25,667
-1,697
| -6% | -$89.7K |
|
1778
Woodward
WWD
$24.5B
| $1.32M | ﹤0.01% |
7,922
-141
| -2% | -$24.1K |
|
1779
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$254M
| $1.32M | ﹤0.01% |
43,736
-2,420
| -5% | -$75.7K |
|
1780
Amdocs
DOX
$5.83B
| $1.31M | ﹤0.01% |
15,374
+2,561
| +20% | +$225K |
|
1781
Innovator US Small Cap Power Buffer ETF October
KOCT
$141M
| $1.31M | ﹤0.01% |
42,801
+23,533
| +122% | +$726K |
|
1782
iShares Russell Top 200 Value ETF
IWX
$3.97B
| $1.29M | ﹤0.01% |
16,378
-56,635
| -78% | -$4.64M |
|
1783
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.22B
| $1.29M | ﹤0.01% |
29,715
+22,908
| +337% | +$1.02M |
|
1784
Innovator US Equity Buffer ETF November
BNOV
$209M
| $1.29M | ﹤0.01% |
32,872
+12,105
| +58% | +$473K |
|
|
ORGN
1785
DELISTED
Origin Materials
ORGN
| $1.29M | ﹤0.01% |
33,476
-1,359
| -4% | -$51.6K |
|
1786
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.16B
| $1.28M | ﹤0.01% |
30,990
+732
| +2% | +$30.6K |
|
1787
Biogen
BIIB
$30.4B
| $1.28M | ﹤0.01% |
8,385
-3,047
| -27% | -$514K |
|
1788
Honda
HMC
$39.3B
| $1.28M | ﹤0.01% |
44,891
-32,635
| -42% | -$922K |
|
|
1789
PUT
Apple
AAPL
$4.99T
| $1.28M | ﹤0.01% |
313,400
+400
| +0.1% | +$94.3K |
|
1790
Descartes Systems
DSGX
$6.48B
| $1.28M | ﹤0.01% |
11,266
-570
| -5% | -$63.6K |
|
1791
SiriusXM
SIRI
$10.7B
| $1.28M | ﹤0.01% |
56,102
+15,286
| +37% | +$390K |
|
1792
Unifirst Corp
UNF
$5.43B
| $1.28M | ﹤0.01% |
7,472
+403
| +6% | +$76.8K |
|
1793
Celanese
CE
$4.77B
| $1.27M | ﹤0.01% |
18,411
-19,061
| -51% | -$1.83M |
|
1794
Simpson Manufacturing
SSD
$8.16B
| $1.27M | ﹤0.01% |
7,683
+1,937
| +34% | +$355K |
|
1795
iShares MSCI Pacific ex Japan ETF
EPP
$2.22B
| $1.27M | ﹤0.01% |
28,995
+896
| +3% | +$41.8K |
|
|
EDD
1796
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$378M
| $1.27M | ﹤0.01% |
279,343
-5,319
| -2% | -$25K |
|
1797
Tyson Foods
TSN
$21.5B
| $1.27M | ﹤0.01% |
22,078
-2,121
| -9% | -$128K |
|
1798
American Century Focused Dynamic Growth ETF
FDG
$380M
| $1.27M | ﹤0.01% |
12,208
+5,844
| +92% | +$587K |
|
1799
Grand Canyon Education
LOPE
$3.99B
| $1.27M | ﹤0.01% |
7,727
-46
| -0.6% | -$7.05K |
|
1800
Badger Meter
BMI
$3.9B
| $1.26M | ﹤0.01% |
5,944
+632
| +12% | +$138K |
|
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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.