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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 | |
|---|---|---|---|---|---|---|
1926
iShares Global Clean Energy ETF
ICLN
$2.22B
| $1.04M | ﹤0.01% |
91,060
-9,906
| -10% | -$125K |
|
1927
SS&C Technologies
SSNC
$18.9B
| $1.03M | ﹤0.01% |
13,658
+791
| +6% | +$59.2K |
|
1928
Unitil
UTL
$989M
| $1.03M | ﹤0.01% |
19,015
-6,270
| -25% | -$364K |
|
1929
iShares MSCI World ETF
URTH
$7.83B
| $1.03M | ﹤0.01% |
6,624
+2,903
| +78% | +$459K |
|
1930
ALPS Sector Dividend Dogs ETF
SDOG
$1.43B
| $1.03M | ﹤0.01% |
18,158
+102
| +0.6% | +$6.01K |
|
1931
First Trust California Municipal High income ETF
FCAL
$220M
| $1.03M | ﹤0.01% |
20,773
+5,085
| +32% | +$254K |
|
1932
ABM Industries
ABM
$2.89B
| $1.03M | ﹤0.01% |
20,036
+588
| +3% | +$32K |
|
1933
State Street SPDR Dow Jones REIT ETF
RWR
$1.9B
| $1.03M | ﹤0.01% |
10,368
+407
| +4% | +$42.4K |
|
1934
Roblox
RBLX
$35.9B
| $1.02M | ﹤0.01% |
17,697
-7,543
| -30% | -$380K |
|
1935
Weibo
WB
$1.97B
| $1.02M | ﹤0.01% |
107,187
+31,751
| +42% | +$304K |
|
1936
Evertec
EVTC
$1.97B
| $1.02M | ﹤0.01% |
29,623
-2,820
| -9% | -$96.8K |
|
1937
IonQ
IONQ
$11.9B
| $1.02M | ﹤0.01% |
24,486
+5,548
| +29% | +$139K |
|
1938
Albemarle
ALB
$13.4B
| $1.02M | ﹤0.01% |
11,882
-2,407
| -17% | -$240K |
|
1939
Cornerstone Strategic Value Fund
CLM
$2.16B
| $1.02M | ﹤0.01% |
+120,897
| New | +$998K |
|
1940
Invesco Ultra Short Duration ETF
GSY
$3.86B
| $1.02M | ﹤0.01% |
20,393
-337
| -2% | -$16.9K |
|
1941
SPX Corp
SPXC
$9.39B
| $1.02M | ﹤0.01% |
7,020
+369
| +6% | +$59.5K |
|
1942
Eastern Bankshares
EBC
$5.27B
| $1.02M | ﹤0.01% |
59,206
+21,621
| +58% | +$378K |
|
1943
Global X FinTech ETF
FINX
$170M
| $1.02M | ﹤0.01% |
32,700
| – | – |
|
|
RA
1944
Brookfield Real Assets Income Fund
RA
$704M
| $1.02M | ﹤0.01% |
76,501
-7,894
| -9% | -$106K |
|
1945
ARK Genomic Revolution ETF
ARKG
$1.53B
| $1.02M | ﹤0.01% |
43,237
-8,472
| -16% | -$208K |
|
1946
H&R Block
HRB
$5.98B
| $1.01M | ﹤0.01% |
19,184
+1,202
| +7% | +$70.6K |
|
1947
AerCap
AER
$23.4B
| $1.01M | ﹤0.01% |
10,547
-182
| -2% | -$17.5K |
|
1948
VanEck Oil Services ETF
OIH
$1.97B
| $1.01M | ﹤0.01% |
3,721
-6
| -0.2% | -$1.72K |
|
1949
Generac Holdings
GNRC
$11.5B
| $1.01M | ﹤0.01% |
6,509
-1,492
| -19% | -$258K |
|
1950
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$79.9M
| $1.01M | ﹤0.01% |
60,419
+2,199
| +4% | +$38K |
|
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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.