We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
1951
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
| $1.01M | ﹤0.01% |
21,461
+4,504
| +27% | +$214K |
|
1952
Genesis Energy
GEL
$1.82B
| $1.01M | ﹤0.01% |
99,607
-843
| -0.8% | -$9.96K |
|
1953
BlackRock Health Sciences Trust
BME
$569M
| $1.01M | ﹤0.01% |
26,529
-3,750
| -12% | -$150K |
|
1954
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$129M
| $997K | ﹤0.01% |
35,904
| – | – |
|
1955
Crane Co
CR
$11.9B
| $996K | ﹤0.01% |
6,566
-826
| -11% | -$136K |
|
1956
TeraWulf
WULF
$7.48B
| $993K | ﹤0.01% |
175,512
+1,190
| +0.7% | +$7.67K |
|
|
X
1957
DELISTED
US Steel
X
| $993K | ﹤0.01% |
29,212
-4,056
| -12% | -$150K |
|
1958
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.2B
| $992K | ﹤0.01% |
32,897
-347
| -1% | -$10.9K |
|
|
GAM
1959
General American Investors Company
GAM
$1.54B
| $992K | ﹤0.01% |
19,443
-2,104
| -10% | -$111K |
|
1960
Texas Capital Bancshares
TCBI
$4.28B
| $991K | ﹤0.01% |
12,673
+65
| +0.5% | +$5.27K |
|
1961
Burlington
BURL
$23.4B
| $989K | ﹤0.01% |
3,471
+1,040
| +43% | +$281K |
|
1962
Shake Shack
SHAK
$2.54B
| $989K | ﹤0.01% |
7,619
+2,025
| +36% | +$248K |
|
1963
iShare MSCI Eurozone ETF
EZU
$9.38B
| $985K | ﹤0.01% |
20,864
+2,118
| +11% | +$104K |
|
1964
BlackRock MuniHoldings Fund
MHD
$602M
| $984K | ﹤0.01% |
84,306
+26,328
| +45% | +$324K |
|
1965
Community Bank
CBU
$3.39B
| $979K | ﹤0.01% |
15,880
-389
| -2% | -$24.9K |
|
|
IBDZ
1966
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$866M
| $976K | ﹤0.01% |
38,353
+26,565
| +225% | +$688K |
|
1967
Littelfuse
LFUS
$10.4B
| $975K | ﹤0.01% |
4,139
+981
| +31% | +$245K |
|
1968
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.27B
| $972K | ﹤0.01% |
5,761
+39
| +0.7% | +$6.79K |
|
1969
Hess Midstream
HESM
$5.19B
| $970K | ﹤0.01% |
26,205
+2,618
| +11% | +$94.2K |
|
1970
Ituran Location and Control
ITRN
$1.08B
| $968K | ﹤0.01% |
31,061
+2,249
| +8% | +$63.9K |
|
1971
Crown Holdings
CCK
$13B
| $967K | ﹤0.01% |
11,698
+1,266
| +12% | +$115K |
|
1972
PVH
PVH
$4.07B
| $967K | ﹤0.01% |
9,145
+3,625
| +66% | +$371K |
|
1973
International Seaways
INSW
$4.68B
| $966K | ﹤0.01% |
26,878
+1,249
| +5% | +$53.1K |
|
1974
Invesco Large Cap Value ETF
PWV
$1.68B
| $966K | ﹤0.01% |
16,980
-3,197
| -16% | -$189K |
|
|
ACLX
1975
DELISTED
Arcellx
ACLX
| $965K | ﹤0.01% |
12,582
+97
| +0.8% | +$8.38K |
|
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.