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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 Morningstar 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 | |
|---|---|---|---|---|---|---|
2026
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $906K | ﹤0.01% |
20,723
-3,465
| -14% | -$152K |
|
2027
TRI-Continental Corp
TY
$1.84B
| $902K | ﹤0.01% |
28,454
+1,178
| +4% | +$39.1K |
|
2028
Wingstop
WING
$3.8B
| $901K | ﹤0.01% |
3,171
-640
| -17% | -$218K |
|
2029
Preferred Bank
PFBC
$1.24B
| $900K | ﹤0.01% |
10,418
-272
| -3% | -$24K |
|
|
BLD
2030
DELISTED
TopBuild
BLD
| $898K | ﹤0.01% |
2,884
+663
| +30% | +$243K |
|
2031
iShares US Pharmaceuticals ETF
IHE
$1.49B
| $897K | ﹤0.01% |
13,653
+261
| +2% | +$18K |
|
2032
First Capital
FCAP
$213M
| $897K | ﹤0.01% |
28,124
| – | – |
|
2033
Simplify MBS ETF
MTBA
$1.52B
| $896K | ﹤0.01% |
18,034
+8,100
| +82% | +$408K |
|
2034
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.63B
| $890K | ﹤0.01% |
8,404
-509
| -6% | -$54.2K |
|
2035
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.53B
| $890K | ﹤0.01% |
33,626
-160,835
| -83% | -$4.49M |
|
2036
Madison Square Garden
MSGE
$3.59B
| $889K | ﹤0.01% |
24,958
+9,779
| +64% | +$378K |
|
2037
Insight Enterprises
NSIT
$3.85B
| $888K | ﹤0.01% |
5,838
+383
| +7% | +$68.4K |
|
2038
Powell Industries
POWL
$6.79B
| $887K | ﹤0.01% |
12,003
-12,435
| -51% | -$1.11M |
|
2039
Aptiv
APTV
$12.3B
| $887K | ﹤0.01% |
14,663
+577
| +4% | +$35.3K |
|
2040
Teleflex
TFX
$5.96B
| $884K | ﹤0.01% |
4,969
+971
| +24% | +$199K |
|
2041
Acuity Brands
AYI
$9.99B
| $883K | ﹤0.01% |
3,021
+298
| +11% | +$93K |
|
2042
FirstCash
FCFS
$8.77B
| $881K | ﹤0.01% |
8,502
+1,016
| +14% | +$109K |
|
2043
Independence Realty Trust
IRT
$3.98B
| $876K | ﹤0.01% |
44,176
-12,641
| -22% | -$258K |
|
2044
Fidelity Enhanced Large Cap Core ETF
FELC
$7.78B
| $876K | ﹤0.01% |
26,608
-3,235
| -11% | -$107K |
|
2045
Nuveen Municipal Value Fund
NUV
$1.91B
| $874K | ﹤0.01% |
101,761
-2,362
| -2% | -$21K |
|
2046
Harbor Long-Term Growers ETF
WINN
$1.09B
| $873K | ﹤0.01% |
32,077
+57
| +0.2% | +$1.53K |
|
2047
Sixth Street Specialty
TSLX
$1.67B
| $870K | ﹤0.01% |
40,834
-675
| -2% | -$14K |
|
2048
TransUnion
TRU
$16B
| $869K | ﹤0.01% |
9,374
+2,921
| +45% | +$296K |
|
2049
NEOS Nasdaq 100 High Income ETF
QQQI
$12.8B
| $866K | ﹤0.01% |
+16,546
| New | +$866K |
|
2050
Howard Hughes
HHH
$3.94B
| $864K | ﹤0.01% |
11,228
+1,031
| +10% | +$82.1K |
|
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.