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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 | |
|---|---|---|---|---|---|---|
1826
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
| $1.22M | ﹤0.01% |
59,167
+18,374
| +45% | +$389K |
|
1827
FT Vest Growth-100 Buffer ETF June
QJUN
$634M
| $1.22M | ﹤0.01% |
43,434
-2,050
| -5% | -$56.8K |
|
1828
iShares S&P GSCI Commodity-Indexed Trust
GSG
$998M
| $1.22M | ﹤0.01% |
55,914
-2,343
| -4% | -$50K |
|
1829
Suncor Energy
SU
$77.6B
| $1.21M | ﹤0.01% |
34,012
+763
| +2% | +$29.4K |
|
1830
Samsara
IOT
$22.7B
| $1.21M | ﹤0.01% |
27,730
-34,216
| -55% | -$1.68M |
|
|
REFI
1831
Chicago Atlantic Real Estate Finance
REFI
$254M
| $1.21M | ﹤0.01% |
78,566
+2,148
| +3% | +$33.8K |
|
1832
Simplify Health Care ETF
PINK
$381M
| $1.21M | ﹤0.01% |
40,831
-36,449
| -47% | -$1.15M |
|
1833
FS Bancorp
FSBW
$324M
| $1.21M | ﹤0.01% |
29,479
-597
| -2% | -$26.6K |
|
1834
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.28B
| $1.21M | ﹤0.01% |
8,736
+58
| +0.7% | +$8.1K |
|
1835
ITT
ITT
$16.9B
| $1.21M | ﹤0.01% |
8,451
-1,160
| -12% | -$174K |
|
1836
First Horizon
FHN
$12.2B
| $1.21M | ﹤0.01% |
59,935
-44,296
| -42% | -$833K |
|
1837
BlackRock Science and Technology Term Trust
BSTZ
$1.85B
| $1.21M | ﹤0.01% |
58,204
-7,676
| -12% | -$158K |
|
1838
MidCap Financial Investment
MFIC
$808M
| $1.2M | ﹤0.01% |
89,317
-2,570
| -3% | -$34.9K |
|
1839
AeroVironment
AVAV
$7.36B
| $1.2M | ﹤0.01% |
7,806
-434
| -5% | -$84.9K |
|
1840
Sterling Infrastructure
STRL
$15.5B
| $1.2M | ﹤0.01% |
7,120
-20
| -0.3% | -$3.46K |
|
|
WCLD
1841
WisdomTree Cloud Computing Fund
WCLD
$271M
| $1.2M | ﹤0.01% |
31,905
+69
| +0.2% | +$2.51K |
|
1842
Hexcel
HXL
$7.93B
| $1.2M | ﹤0.01% |
19,069
+339
| +2% | +$20.9K |
|
|
HOLX
1843
DELISTED
Hologic
HOLX
| $1.19M | ﹤0.01% |
16,568
-6,035
| -27% | -$471K |
|
1844
Jazz Pharmaceuticals
JAZZ
$16.1B
| $1.19M | ﹤0.01% |
9,648
+2,054
| +27% | +$242K |
|
1845
Nextpower Inc
NXT
$14B
| $1.19M | ﹤0.01% |
32,478
+2,701
| +9% | +$98.9K |
|
1846
Woodside Energy
WDS
$44.3B
| $1.18M | ﹤0.01% |
75,960
-61,508
| -45% | -$986K |
|
1847
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.07B
| $1.18M | ﹤0.01% |
49,023
-1,691
| -3% | -$41.8K |
|
1848
Nuveen ESG International Developed Markets Equity ETF
NUDM
$688M
| $1.18M | ﹤0.01% |
39,167
+1,787
| +5% | +$57.2K |
|
1849
Freshpet
FRPT
$3.04B
| $1.18M | ﹤0.01% |
7,945
+2,228
| +39% | +$325K |
|
1850
VanEck Uranium + Nuclear Energy ETF
NLR
$3.69B
| $1.18M | ﹤0.01% |
14,449
+9,499
| +192% | +$850K |
|
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.