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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 | |
|---|---|---|---|---|---|---|
2126
Antero Midstream
AM
$10.2B
| $790K | ﹤0.01% |
52,346
+2,244
| +4% | +$34.2K |
|
2127
Iridium Communications
IRDM
$4.7B
| $790K | ﹤0.01% |
27,216
-1,691
| -6% | -$50.3K |
|
2128
ARK Blockchain & Fintech Innovation ETF
ARKF
$731M
| $789K | ﹤0.01% |
21,307
-6,584
| -24% | -$233K |
|
2129
Dutch Bros
BROS
$8.86B
| $787K | ﹤0.01% |
15,029
-2,395
| -14% | -$106K |
|
|
MZTI
2130
The Marzetti Company
MZTI
$3.05B
| $785K | ﹤0.01% |
4,532
+873
| +24% | +$160K |
|
2131
Chord Energy
CHRD
$7.68B
| $782K | ﹤0.01% |
6,686
-135
| -2% | -$17K |
|
2132
AGCO
AGCO
$8.41B
| $781K | ﹤0.01% |
8,359
+340
| +4% | +$32.9K |
|
2133
Nutrien
NTR
$33.9B
| $781K | ﹤0.01% |
17,452
+1,056
| +6% | +$50.1K |
|
2134
Avient
AVNT
$3.29B
| $779K | ﹤0.01% |
19,060
-1,567
| -8% | -$75.9K |
|
2135
Campbell Soup
CPB
$6.85B
| $779K | ﹤0.01% |
18,594
+3,755
| +25% | +$170K |
|
2136
VanEck Low Carbon Energy ETF
SMOG
$125M
| $778K | ﹤0.01% |
7,878
-112
| -1% | -$11.6K |
|
2137
Cognex
CGNX
$9.62B
| $777K | ﹤0.01% |
21,678
-1,730
| -7% | -$67.8K |
|
2138
Crocs
CROX
$6.63B
| $777K | ﹤0.01% |
7,094
-10,213
| -59% | -$1.19M |
|
2139
FT Vest US Equity Deep Buffer ETF November
DNOV
$393M
| $777K | ﹤0.01% |
+18,124
| New | +$777K |
|
2140
iShares MSCI Brazil ETF
EWZ
$8.98B
| $774K | ﹤0.01% |
34,368
-119,562
| -78% | -$3.2M |
|
|
SGMO
2141
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $772K | ﹤0.01% |
756,823
-36,255
| -5% | -$66.3K |
|
2142
iShares Core MSCI Pacific ETF
IPAC
$2.59B
| $769K | ﹤0.01% |
12,594
+315
| +3% | +$20K |
|
2143
Simplify Enhanced Income ETF
HIGH
$68.1M
| $769K | ﹤0.01% |
33,407
+168
| +0.5% | +$3.95K |
|
|
IBMS
2144
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$313M
| $769K | ﹤0.01% |
+30,302
| New | +$774K |
|
2145
JPMorgan US Value Factor ETF
JVAL
$826M
| $766K | ﹤0.01% |
17,724
| – | – |
|
2146
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.91B
| $765K | ﹤0.01% |
41,728
+9,676
| +30% | +$179K |
|
2147
VF Corp
VFC
$5.92B
| $765K | ﹤0.01% |
35,653
+717
| +2% | +$14.6K |
|
2148
Performance Food Group
PFGC
$18.3B
| $765K | ﹤0.01% |
9,047
+965
| +12% | +$81.4K |
|
|
REVG
2149
DELISTED
REV Group
REVG
| $763K | ﹤0.01% |
23,953
-45,704
| -66% | -$1.36M |
|
2150
Equity Lifestyle Properties
ELS
$13.1B
| $762K | ﹤0.01% |
11,446
+238
| +2% | +$16.5K |
|
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.