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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 | |
|---|---|---|---|---|---|---|
2201
Invesco S&P SmallCap Industrials ETF
PSCI
$180M
| $710K | ﹤0.01% |
5,287
+3,233
| +157% | +$447K |
|
2202
iShares Global Industrials ETF
EXI
$1.38B
| $709K | ﹤0.01% |
5,023
+1,903
| +61% | +$281K |
|
2203
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$220M
| $708K | ﹤0.01% |
36,500
-5,366
| -13% | -$112K |
|
2204
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$110M
| $706K | ﹤0.01% |
33,416
+593
| +2% | +$12.7K |
|
2205
Avista
AVA
$3.43B
| $706K | ﹤0.01% |
19,272
-33
| -0.2% | -$1.24K |
|
2206
Darling Ingredients
DAR
$9.32B
| $706K | ﹤0.01% |
20,945
-9,344
| -31% | -$353K |
|
|
SASR
2207
DELISTED
Sandy Spring Bancorp Inc
SASR
| $704K | ﹤0.01% |
20,890
-78
| -0.4% | -$2.72K |
|
2208
Global X Lithium & Battery Tech ETF
LIT
$1.46B
| $703K | ﹤0.01% |
17,233
-3,625
| -17% | -$160K |
|
2209
Gorman-Rupp
GRC
$2.07B
| $702K | ﹤0.01% |
18,514
| – | – |
|
2210
Summit Therapeutics
SMMT
$10.2B
| $702K | ﹤0.01% |
39,317
+160
| +0.4% | +$3.1K |
|
2211
MDU Resources
MDU
$4.18B
| $701K | ﹤0.01% |
38,903
-20,191
| -34% | -$354K |
|
|
EMD
2212
Western Asset Emerging Markets Debt Fund
EMD
$606M
| $700K | ﹤0.01% |
72,792
+57,115
| +364% | +$567K |
|
2213
Avantor
AVTR
$9.82B
| $698K | ﹤0.01% |
33,141
+12,221
| +58% | +$275K |
|
|
ETV
2214
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.66B
| $698K | ﹤0.01% |
48,449
-3,103
| -6% | -$43.8K |
|
2215
Celestica
CLS
$37.8B
| $697K | ﹤0.01% |
7,547
-4,689
| -38% | -$367K |
|
2216
ProShares Ultra Financials
UYG
$819M
| $695K | ﹤0.01% |
8,128
+1
| +0% | +$86 |
|
2217
Innovator Premium Income 20 Barrier ETF April
APRH
$25M
| $693K | ﹤0.01% |
28,105
-239
| -0.8% | -$5.94K |
|
2218
Valley National Bancorp
VLY
$7.9B
| $693K | ﹤0.01% |
76,493
+44,662
| +140% | +$433K |
|
2219
Cannae Holdings
CNNE
$653M
| $692K | ﹤0.01% |
34,842
-52
| -0.1% | -$1.04K |
|
2220
Hecla Mining
HL
$9.49B
| $690K | ﹤0.01% |
140,619
+113,631
| +421% | +$679K |
|
2221
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.27B
| $690K | ﹤0.01% |
19,525
+2,335
| +14% | +$80.9K |
|
2222
Global X Silver Miners ETF NEW
SIL
$3.93B
| $690K | ﹤0.01% |
21,728
+3,721
| +21% | +$137K |
|
2223
Chesapeake Utilities
CPK
$3.28B
| $689K | ﹤0.01% |
5,675
+16
| +0.3% | +$1.98K |
|
|
CVSA
2224
Covista Inc
CVSA
$4.55B
| $689K | ﹤0.01% |
7,579
-401
| -5% | -$33.5K |
|
2225
JetBlue
JBLU
$2.13B
| $686K | ﹤0.01% |
87,295
-19,951
| -19% | -$135K |
|
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.