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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
FLO icon
1851
Flowers Foods
FLO
$1.6B
$1.17M ﹤0.01%
56,833
+28,911
+104% +$636K
BGRN icon
1852
iShares USD Green Bond ETF
BGRN
$498M
$1.17M ﹤0.01%
25,107
-97
-0.4% -$4.59K
CALM icon
1853
Cal-Maine
CALM
$4.47B
$1.17M ﹤0.01%
11,369
+1,661
+17% +$157K
EZBC icon
1854
Franklin Bitcoin ETF
EZBC
$378M
$1.17M ﹤0.01%
21,532
-2,465
-10% -$119K
UTF icon
1855
Cohen & Steers Infrastructure Fund
UTF
$3.1B
$1.17M ﹤0.01%
48,480
-4,047
-8% -$102K
WEX icon
1856
WEX
WEX
$6.47B
$1.16M ﹤0.01%
6,619
+183
+3% +$34.3K
CORP icon
1857
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.57B
$1.16M ﹤0.01%
12,202
+64
+0.5% +$6.2K
SUSC icon
1858
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.16M ﹤0.01%
50,941
+15,375
+43% +$356K
SSUS icon
1859
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$556M
$1.15M ﹤0.01%
27,316
+12,084
+79% +$515K
SPLP
1860
DELISTED
STEEL PARTNERS HOLDINGS L.P.
SPLP
$1.15M ﹤0.01%
26,997
+577
+2% +$23.7K
GWX icon
1861
State Street SPDR S&P International Small Cap ETF
GWX
$836M
$1.15M ﹤0.01%
37,026
-1,796
-5% -$58K
NVGS icon
1862
Navigator Holdings
NVGS
$1.34B
$1.15M ﹤0.01%
74,642
-482
-0.6% -$7.59K
AXSM icon
1863
Axsome Therapeutics
AXSM
$11.8B
$1.14M ﹤0.01%
+13,460
New +$1.24M
VVV icon
1864
Valvoline
VVV
$5.07B
$1.14M ﹤0.01%
31,452
-3,233
-9% -$129K
NFLX icon
1865
CALL
Netflix
NFLX
$302B
$1.13M ﹤0.01%
+605,000
New +$49.8M
FDVV icon
1866
Fidelity High Dividend ETF
FDVV
$10.2B
$1.13M ﹤0.01%
22,698
+6,200
+38% +$318K
HFXI icon
1867
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.96B
$1.13M ﹤0.01%
43,424
-1,171
-3% -$31.4K
EES icon
1868
WisdomTree US SmallCap Earnings Fund
EES
$727M
$1.13M ﹤0.01%
20,954
-3,378
-14% -$185K
BSMS icon
1869
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$311M
$1.13M ﹤0.01%
48,398
+9,110
+23% +$214K
XTEN icon
1870
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.05B
$1.13M ﹤0.01%
+25,147
New +$1.16M
WEN icon
1871
Wendy's
WEN
$1.48B
$1.13M ﹤0.01%
69,137
+2,431
+4% +$44.4K
HYXF icon
1872
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$1.13M ﹤0.01%
24,388
+8,536
+54% +$399K
MASI
1873
DELISTED
Masimo
MASI
$1.13M ﹤0.01%
6,813
+2,003
+42% +$316K
KJUN
1874
Innovator U.S. Small Cap Power Buffer ETF - June
KJUN
$57.4M
$1.12M ﹤0.01%
41,789
– –
ROKU icon
1875
Roku
ROKU
$21.5B
$1.12M ﹤0.01%
15,097
+1,974
+15% +$150K
73 74
75
76 77

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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.