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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
BLK icon
176
Blackrock
BLK
$164B
$87.9M 0.12%
+85,751
New +$87M
NOW icon
177
ServiceNow
NOW
$102B
$87.7M 0.12%
413,590
-27,715
-6% -$5.61M
CME icon
178
CME Group
CME
$92.2B
$87.6M 0.12%
377,301
-4,946
-1% -$1.14M
EMR icon
179
Emerson Electric
EMR
$82.9B
$87.4M 0.12%
705,246
+289,370
+70% +$35.1M
VMC icon
180
Vulcan Materials
VMC
$36.3B
$86.4M 0.12%
335,984
+191,641
+133% +$51.5M
SDVY icon
181
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$86M 0.12%
2,398,427
+1,059,353
+79% +$39.6M
MGK icon
182
Vanguard Mega Cap Growth ETF
MGK
$31.9B
$85.7M 0.12%
1,247,245
+10,125
+0.8% +$681K
CL icon
183
Colgate-Palmolive
CL
$72.6B
$84.9M 0.12%
933,828
-36,212
-4% -$3.46M
OWL icon
184
Blue Owl Capital
OWL
$6.39B
$84.3M 0.12%
3,624,314
+24,462
+0.7% +$560K
IGSB icon
185
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$83.3M 0.11%
1,610,727
+94,723
+6% +$4.92M
GLPI icon
186
Gaming and Leisure Properties
GLPI
$12.8B
$82.5M 0.11%
1,712,911
+27,973
+2% +$1.4M
DUK icon
187
Duke Energy
DUK
$102B
$82.1M 0.11%
762,437
+180,939
+31% +$20.5M
DUHP icon
188
Dimensional US High Profitability ETF
DUHP
$12.3B
$81.6M 0.11%
2,413,532
-20,214
-0.8% -$699K
TGT icon
189
Target
TGT
$62.1B
$81M 0.11%
598,831
+31,279
+6% +$4.48M
IUSG icon
190
iShares Core S&P US Growth ETF
IUSG
$31.1B
$80.9M 0.11%
580,196
+18,270
+3% +$2.51M
DHR icon
191
Danaher
DHR
$135B
$80.8M 0.11%
352,125
+1,244
+0.4% +$306K
PANW icon
192
Palo Alto Networks
PANW
$264B
$80.5M 0.11%
442,541
-8,729
-2% -$1.65M
VBK icon
193
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$80.4M 0.11%
287,025
+5,325
+2% +$1.51M
FVD icon
194
First Trust Value Line Dividend Fund
FVD
$8.29B
$80.3M 0.11%
1,841,137
+10,419
+0.6% +$471K
VTIP icon
195
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$80.1M 0.11%
1,655,025
+100,978
+6% +$4.93M
DFSD
196
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.03B
$79.6M 0.11%
1,698,370
+61,835
+4% +$2.93M
IQLT icon
197
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$78.9M 0.11%
2,125,710
+71,910
+4% +$2.81M
LAMR icon
198
Lamar Advertising Co
LAMR
$16.2B
$78.7M 0.11%
646,266
+19,316
+3% +$2.52M
BDX icon
199
Becton Dickinson
BDX
$43.1B
$78.3M 0.11%
344,966
-10,635
-3% -$2.46M
RDVY icon
200
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$78.1M 0.11%
1,320,075
+52,793
+4% +$3.22M
6 7
8
9 10

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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.