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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 | |
|---|---|---|---|---|---|---|
1976
Pearson
PSO
$10.6B
| $962K | ﹤0.01% |
59,690
+3,710
| +7% | +$55.3K |
|
1977
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$569M
| $962K | ﹤0.01% |
28,358
-4,303
| -13% | -$149K |
|
1978
Worthington Steel
WS
$1.78B
| $961K | ﹤0.01% |
30,194
+12,149
| +67% | +$474K |
|
1979
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$330M
| $959K | ﹤0.01% |
19,803
| – | – |
|
1980
PJT Partners
PJT
$4.26B
| $958K | ﹤0.01% |
6,070
+665
| +12% | +$101K |
|
1981
TechnipFMC
FTI
$28.6B
| $958K | ﹤0.01% |
33,090
+9,296
| +39% | +$265K |
|
1982
Schwab International Dividend Equity ETF
SCHY
$2.49B
| $957K | ﹤0.01% |
41,390
-6,305
| -13% | -$154K |
|
1983
Asana
ASAN
$1.96B
| $954K | ﹤0.01% |
47,044
-104
| -0.2% | -$1.65K |
|
1984
Floor & Decor
FND
$6.03B
| $953K | ﹤0.01% |
9,560
-3,466
| -27% | -$372K |
|
1985
Equity Residential
EQR
$25.8B
| $952K | ﹤0.01% |
13,266
-3,529
| -21% | -$259K |
|
1986
Paylocity
PCTY
$7.75B
| $950K | ﹤0.01% |
4,764
+172
| +4% | +$32.9K |
|
1987
Independent Bank Corp
IBCP
$796M
| $950K | ﹤0.01% |
27,270
+598
| +2% | +$21.2K |
|
1988
SEI Investments
SEIC
$12.3B
| $950K | ﹤0.01% |
11,513
+574
| +5% | +$45K |
|
1989
AGNC Investment
AGNC
$12.7B
| $948K | ﹤0.01% |
102,955
+8,597
| +9% | +$83.9K |
|
1990
XPO
XPO
$23.4B
| $947K | ﹤0.01% |
7,224
+350
| +5% | +$47.3K |
|
1991
Penske Automotive Group
PAG
$14.7B
| $945K | ﹤0.01% |
6,198
+1,880
| +44% | +$298K |
|
1992
Vornado Realty Trust
VNO
$7.65B
| $943K | ﹤0.01% |
22,435
-3,568
| -14% | -$151K |
|
1993
NNN REIT
NNN
$9.29B
| $941K | ﹤0.01% |
23,045
+1,346
| +6% | +$59.6K |
|
1994
MGIC Investment
MTG
$6.47B
| $941K | ﹤0.01% |
39,688
+5,065
| +15% | +$127K |
|
1995
Granite Ridge Resources
GRNT
$621M
| $941K | ﹤0.01% |
+145,654
| New | +$902K |
|
1996
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3B
| $940K | ﹤0.01% |
42,498
+31,614
| +290% | +$764K |
|
1997
State Street SPDR S&P Retail ETF
XRT
$457M
| $938K | ﹤0.01% |
11,786
+8
| +0.1% | +$634 |
|
|
NFJ
1998
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.39B
| $936K | ﹤0.01% |
74,101
+59,251
| +399% | +$762K |
|
1999
KB Financial Group
KB
$39.5B
| $933K | ﹤0.01% |
+16,401
| New | +$1.06M |
|
2000
Ericsson
ERIC
$32.1B
| $933K | ﹤0.01% |
115,728
+12,294
| +12% | +$99.9K |
|
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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.