We are live on ! Find out more
HighTower Advisors

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
Cap. Flow
+$6.15B
Cap. Flow %
8.41%
Top 10 Hldgs %
19.29%
Holding
4,120
New
390
Increased
1,802
Reduced
1,391
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.14B
2
SN icon
SharkNinja
SN
+$220M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

Rank Stock Value
1
TTGT icon
TechTarget
TTGT
+$32.9M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.7M
3
LYB icon
LyondellBasell Industries
LYB
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
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
MDLZ icon
201
Mondelez International
MDLZ
$77.7B
$78M 0.11%
1,306,646
-48,233
-4% -$3.19M
XMHQ icon
202
Invesco S&P MidCap Quality ETF
XMHQ
$5.43B
$77.8M 0.11%
790,463
+38,180
+5% +$3.95M
OTIS icon
203
Otis Worldwide
OTIS
$27.4B
$77.3M 0.11%
834,629
-23,719
-3% -$2.38M
FBND icon
204
Fidelity Total Bond ETF
FBND
$26.9B
$76.6M 0.1%
1,706,590
+1,011,341
+145% +$46.2M
CARR icon
205
Carrier Global
CARR
$57.2B
$76.5M 0.1%
1,120,308
-37,954
-3% -$2.86M
GEV icon
206
GE Vernova
GEV
$270B
$76.1M 0.1%
231,248
-5,935
-3% -$1.86M
AMAT icon
207
Applied Materials
AMAT
$426B
$76.1M 0.1%
467,668
-19,259
-4% -$3.49M
AFL icon
208
Aflac
AFL
$63.9B
$75.9M 0.1%
733,629
+265,576
+57% +$29M
ASML icon
209
ASML
ASML
$675B
$75.7M 0.1%
109,207
+672
+0.6% +$483K
PFE icon
210
Pfizer
PFE
$140B
$75.6M 0.1%
2,849,470
-370,020
-11% -$10M
GE icon
211
GE Aerospace
GE
$367B
$75.5M 0.1%
452,517
+14,769
+3% +$2.64M
PNC icon
212
PNC Financial Services
PNC
$100B
$75.4M 0.1%
391,209
-6,834
-2% -$1.34M
SHY icon
213
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$71.9M 0.1%
876,859
-19,965
-2% -$1.64M
ET icon
214
Energy Transfer Partners
ET
$70.1B
$71.8M 0.1%
3,664,814
+22,194
+0.6% +$393K
MOAT icon
215
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$71.7M 0.1%
772,967
+4,461
+0.6% +$430K
CB icon
216
Chubb
CB
$140B
$71.6M 0.1%
259,290
+24,363
+10% +$6.92M
SDY icon
217
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$71.6M 0.1%
542,027
+4,560
+0.8% +$637K
MUSA icon
218
Murphy USA
MUSA
$11.3B
$71.5M 0.1%
142,422
-363
-0.3% -$185K
MO icon
219
Altria Group
MO
$122B
$70.9M 0.1%
1,355,525
+124,088
+10% +$6.61M
VNQ icon
220
Vanguard Real Estate ETF
VNQ
$39.9B
$70.4M 0.1%
790,563
-5,773
-0.7% -$545K
SCHZ icon
221
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$70.2M 0.1%
3,091,537
+181,753
+6% +$4.2M
VPL icon
222
Vanguard FTSE Pacific ETF
VPL
$8.05B
$70.1M 0.1%
986,456
+36,260
+4% +$2.71M
MRSH
223
Marsh
MRSH
$86.3B
$68.8M 0.09%
323,754
+12,172
+4% +$2.7M
APO icon
224
Apollo Global Management
APO
$70.7B
$68.6M 0.09%
415,630
-36,350
-8% -$5.76M
VCIT icon
225
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$68.5M 0.09%
852,990
+101,878
+14% +$8.32M
7 8
9
10 11

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.