We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
2151
Vontier
VNT
$4.54B
| $762K | ﹤0.01% |
20,881
+2,633
| +14% | +$97.2K |
|
2152
Employers Holdings
EIG
$907M
| $760K | ﹤0.01% |
14,826
+103
| +0.7% | +$5.23K |
|
|
TMHC
2153
DELISTED
Taylor Morrison
TMHC
| $759K | ﹤0.01% |
12,394
+2,729
| +28% | +$186K |
|
2154
AXIS Capital
AXS
$7.81B
| $758K | ﹤0.01% |
8,558
+534
| +7% | +$45.7K |
|
2155
Vista Energy
VIST
$7.35B
| $757K | ﹤0.01% |
13,989
-29,073
| -68% | -$1.5M |
|
2156
Modine Manufacturing
MOD
$9.46B
| $757K | ﹤0.01% |
6,527
+53
| +0.8% | +$6.82K |
|
2157
Tradeweb Markets
TW
$23B
| $755K | ﹤0.01% |
5,766
+924
| +19% | +$122K |
|
2158
Fidelity Quality Factor ETF
FQAL
$1.4B
| $755K | ﹤0.01% |
11,535
-912
| -7% | -$60.6K |
|
2159
Dimensional Emerging Markets High Profitability ETF
DEHP
$396M
| $753K | ﹤0.01% |
30,428
+16,404
| +117% | +$424K |
|
2160
Astoria US Quality Kings ETF
ROE
$258M
| $753K | ﹤0.01% |
24,762
+2,333
| +10% | +$72.7K |
|
2161
Cheniere Energy
CQP
$30.5B
| $752K | ﹤0.01% |
14,151
+333
| +2% | +$17.4K |
|
|
PINC
2162
DELISTED
Premier
PINC
| $752K | ﹤0.01% |
35,450
+3,020
| +9% | +$64.1K |
|
2163
Piper Sandler
PIPR
$4.99B
| $749K | ﹤0.01% |
9,984
+844
| +9% | +$65.7K |
|
2164
Innovator International Developed Power Buffer ETF April
IAPR
$197M
| $746K | ﹤0.01% |
27,927
-805
| -3% | -$22K |
|
|
FL
2165
DELISTED
Foot Locker
FL
| $744K | ﹤0.01% |
34,173
-993
| -3% | -$23.2K |
|
|
DSM
2166
BNY Mellon Strategic Municipal Bond Fund
DSM
$290M
| $743K | ﹤0.01% |
127,956
+16,964
| +15% | +$103K |
|
2167
NetEase
NTES
$83B
| $743K | ﹤0.01% |
8,330
+4,402
| +112% | +$386K |
|
2168
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.16B
| $743K | ﹤0.01% |
21,231
-25,427
| -54% | -$1.01M |
|
2169
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.13B
| $743K | ﹤0.01% |
9,693
+30
| +0.3% | +$2.35K |
|
2170
Park National Corp
PRK
$3.84B
| $742K | ﹤0.01% |
4,329
+46
| +1% | +$8.3K |
|
2171
HCI Group
HCI
$2.34B
| $739K | ﹤0.01% |
6,345
+559
| +10% | +$63.7K |
|
2172
ACV Auctions
ACVA
$1.41B
| $739K | ﹤0.01% |
34,216
+9,057
| +36% | +$183K |
|
2173
Alkami Technology
ALKT
$1.96B
| $737K | ﹤0.01% |
20,103
-345
| -2% | -$12.9K |
|
2174
First Trust Consumer Staples AlphaDEX Fund
FXG
$235M
| $737K | ﹤0.01% |
11,509
-456
| -4% | -$30.7K |
|
2175
Insulet
PODD
$11.8B
| $737K | ﹤0.01% |
2,822
-169
| -6% | -$42.6K |
|
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.