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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 | |
|---|---|---|---|---|---|---|
|
XHYE
2076
DELISTED
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
| $838K | ﹤0.01% |
21,731
+817
| +4% | +$31.8K |
|
|
CERY
2077
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$996M
| $838K | ﹤0.01% |
+32,378
| New | +$843K |
|
2078
FT Vest US Equity Buffer ETF May
FMAY
$1.39B
| $837K | ﹤0.01% |
17,648
-1,915
| -10% | -$90.5K |
|
2079
Universal Display
OLED
$3.75B
| $837K | ﹤0.01% |
5,725
-407
| -7% | -$72.5K |
|
2080
Sonoco
SON
$5.83B
| $834K | ﹤0.01% |
17,082
+1,979
| +13% | +$102K |
|
2081
Tenet Healthcare
THC
$22.2B
| $834K | ﹤0.01% |
6,610
-426
| -6% | -$63.3K |
|
2082
A.O. Smith
AOS
$8.55B
| $834K | ﹤0.01% |
12,221
-618
| -5% | -$46.8K |
|
2083
Lithia Motors
LAD
$9.75B
| $833K | ﹤0.01% |
2,330
+1,055
| +83% | +$372K |
|
2084
Dropbox
DBX
$7.78B
| $832K | ﹤0.01% |
27,707
+1,131
| +4% | +$31.2K |
|
2085
Recursion Pharmaceuticals
RXRX
$1.58B
| $830K | ﹤0.01% |
122,770
+98,626
| +408% | +$663K |
|
2086
Helmerich & Payne
HP
$3.34B
| $829K | ﹤0.01% |
25,891
-546
| -2% | -$18.5K |
|
2087
Bio-Techne
TECH
$11.2B
| $828K | ﹤0.01% |
11,501
-940
| -8% | -$69K |
|
2088
Motley Fool 100 Index ETF
TMFC
$1.99B
| $827K | ﹤0.01% |
13,759
-1,028
| -7% | -$60.6K |
|
2089
Alaska Air
ALK
$5.11B
| $827K | ﹤0.01% |
12,773
+2,186
| +21% | +$115K |
|
2090
Global X MSCI Argentina ETF
ARGT
$837M
| $826K | ﹤0.01% |
9,989
+3,611
| +57% | +$280K |
|
2091
Middleby
MIDD
$6.01B
| $824K | ﹤0.01% |
6,080
-148,088
| -96% | -$20.4M |
|
2092
USA Compression Partners
USAC
$3.69B
| $823K | ﹤0.01% |
34,935
+17,005
| +95% | +$389K |
|
2093
Relay Therapeutics
RLAY
$4B
| $823K | ﹤0.01% |
199,743
+44,823
| +29% | +$244K |
|
2094
SoundHound AI
SOUN
$2.48B
| $823K | ﹤0.01% |
41,462
+545
| +1% | +$5.25K |
|
2095
Global X Internet of Things ETF
SNSR
$211M
| $822K | ﹤0.01% |
23,560
+1,622
| +7% | +$57.3K |
|
2096
BCE
BCE
$20.8B
| $822K | ﹤0.01% |
35,452
-24,671
| -41% | -$709K |
|
2097
Freedom Day Dividend ETF
MBOX
$149M
| $821K | ﹤0.01% |
25,014
-906
| -3% | -$30.8K |
|
2098
Carvana
CVNA
$47.5B
| $821K | ﹤0.01% |
20,175
-3,010
| -13% | -$135K |
|
2099
Astera Labs
ALAB
$42.8B
| $821K | ﹤0.01% |
+6,195
| New | +$581K |
|
2100
Lindsay Corp
LNN
$1.14B
| $820K | ﹤0.01% |
6,928
-77
| -1% | -$9.57K |
|
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.