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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 | |
|---|---|---|---|---|---|---|
2176
Autoliv
ALV
$9.14B
| $737K | ﹤0.01% |
7,855
-283
| -3% | -$27.2K |
|
2177
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.93B
| $736K | ﹤0.01% |
24,163
-1,811
| -7% | -$58K |
|
2178
Toro Company
TTC
$8.79B
| $736K | ﹤0.01% |
9,191
+744
| +9% | +$62.4K |
|
|
IFLN
2179
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$308M
| $736K | ﹤0.01% |
40,713
-1,504
| -4% | -$27.5K |
|
2180
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
| $736K | ﹤0.01% |
14,882
+1,366
| +10% | +$69.2K |
|
2181
OSI Systems
OSIS
$3.53B
| $732K | ﹤0.01% |
4,372
+1,425
| +48% | +$226K |
|
2182
Five Below
FIVE
$11.6B
| $732K | ﹤0.01% |
6,970
+1,504
| +28% | +$144K |
|
2183
Fidelity MSCI Materials Index ETF
FMAT
$587M
| $729K | ﹤0.01% |
15,137
-486
| -3% | -$25.6K |
|
2184
Repligen
RGEN
$6.91B
| $727K | ﹤0.01% |
5,054
-180
| -3% | -$25.8K |
|
2185
ProShares Bitcoin Strategy ETF
BITO
$1.39B
| $727K | ﹤0.01% |
31,905
-9,199
| -22% | -$204K |
|
|
CHI
2186
Calamos Convertible Opportunities and Income Fund
CHI
$968M
| $724K | ﹤0.01% |
60,595
+8,805
| +17% | +$104K |
|
2187
Boyd Gaming
BYD
$6.75B
| $723K | ﹤0.01% |
9,968
-160
| -2% | -$11.2K |
|
2188
Liberty Broadband Class C
LBRDK
$4.89B
| $721K | ﹤0.01% |
9,643
+1,896
| +24% | +$158K |
|
2189
Glacier Bancorp
GBCI
$6.36B
| $718K | ﹤0.01% |
14,307
+8,425
| +143% | +$440K |
|
2190
Cambria Tail Risk ETF
TAIL
$150M
| $718K | ﹤0.01% |
+64,150
| New | +$737K |
|
2191
Revvity
RVTY
$12.6B
| $716K | ﹤0.01% |
6,415
+1,117
| +21% | +$131K |
|
2192
Alpha Tau Medical
DRTS
$1.01B
| $715K | ﹤0.01% |
230,704
| – | – |
|
2193
Sonos
SONO
$2.09B
| $715K | ﹤0.01% |
47,551
-459
| -1% | -$6.18K |
|
2194
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.42B
| $713K | ﹤0.01% |
32,940
+4,139
| +14% | +$93.1K |
|
2195
CALL
Tesla
TSLA
$1.18T
| $713K | ﹤0.01% |
67,000
+36,900
| +123% | +$11.9M |
|
2196
First Citizens BancShares
FCNCA
$24.7B
| $712K | ﹤0.01% |
337
-20
| -6% | -$41.9K |
|
2197
Atlantic Union Bankshares
AUB
$6.05B
| $712K | ﹤0.01% |
18,784
+2,561
| +16% | +$102K |
|
2198
Caesars Entertainment
CZR
$6.06B
| $711K | ﹤0.01% |
21,266
+15,372
| +261% | +$609K |
|
|
HPI
2199
John Hancock Preferred Income Fund
HPI
$428M
| $711K | ﹤0.01% |
42,732
+88
| +0.2% | +$1.56K |
|
2200
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
$213M
| $710K | ﹤0.01% |
28,316
-405
| -1% | -$10.3K |
|
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.