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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
PEJ icon
2226
Invesco Leisure and Entertainment ETF
PEJ
$263M
$686K ﹤0.01%
13,141
-100
-0.8% -$5.14K
IRTC icon
2227
iRhythm Holdings
IRTC
$4.02B
$686K ﹤0.01%
7,607
+3,102
+69% +$244K
CVCO icon
2228
Cavco Industries
CVCO
$4.36B
$683K ﹤0.01%
1,531
+13
+0.9% +$5.97K
MGEE icon
2229
MGE Energy Inc
MGEE
$3.03B
$683K ﹤0.01%
7,266
+236
+3% +$22.8K
TUA icon
2230
Simplify Short Term Treasury Futures Strategy ETF
TUA
$699M
$682K ﹤0.01%
32,149
-103,854
-76% -$2.25M
NBXG
2231
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.11B
$681K ﹤0.01%
+53,428
New +$695K
BSY icon
2232
Bentley Systems
BSY
$11.2B
$680K ﹤0.01%
14,569
-20
-0.1% -$976
EVLV icon
2233
Evolv Technologies
EVLV
$998M
$677K ﹤0.01%
171,497
-31,183
-15% -$109K
ENX
2234
DELISTED
Eaton Vance New York Municipal Bond Fund
ENX
$676K ﹤0.01%
70,951
-1,035
-1% -$10.1K
HRI icon
2235
Herc Holdings
HRI
$4.78B
$675K ﹤0.01%
3,565
-23
-0.6% -$4.64K
SPDV icon
2236
AAM S&P 500 High Dividend Value ETF
SPDV
$103M
$674K ﹤0.01%
20,726
-493
-2% -$16.6K
VRSN icon
2237
VeriSign
VRSN
$26.3B
$674K ﹤0.01%
3,256
+56
+2% +$10.5K
CORZ icon
2238
Core Scientific
CORZ
$5.79B
$673K ﹤0.01%
47,904
+31,018
+184% +$458K
BUL icon
2239
Pacer US Cash Cows Growth ETF
BUL
$132M
$673K ﹤0.01%
14,508
-258
-2% -$12.3K
HYBL icon
2240
State Street Blackstone High Income ETF
HYBL
$569M
$671K ﹤0.01%
23,670
-33,020
-58% -$942K
MISL icon
2241
First Trust Indxx Aerospace & Defense ETF
MISL
$732M
$671K ﹤0.01%
22,047
-109
-0.5% -$3.47K
SPHY icon
2242
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$671K ﹤0.01%
28,576
-2,000
-7% -$47.5K
DWM icon
2243
WisdomTree International Equity Fund
DWM
$667M
$671K ﹤0.01%
12,726
-863
-6% -$47.4K
MCR
2244
DELISTED
MFS Charter Income Trust
MCR
$670K ﹤0.01%
104,945
-8,100
-7% -$51.4K
BRKL
2245
DELISTED
Brookline Bancorp
BRKL
$669K ﹤0.01%
56,733
+342
+0.6% +$3.97K
UFPI icon
2246
UFP Industries
UFPI
$4.95B
$666K ﹤0.01%
5,911
+27
+0.5% +$3.48K
NOK icon
2247
Nokia
NOK
$46.9B
$665K ﹤0.01%
150,120
-3,192
-2% -$14.2K
REZ icon
2248
iShares Residential and Multisector Real Estate ETF
REZ
$906M
$664K ﹤0.01%
8,198
+56
+0.7% +$4.8K
XDSQ icon
2249
Innovator US Equity Accelerated ETF Quarterly
XDSQ
$68.5M
$663K ﹤0.01%
+18,188
New +$657K
FBNC icon
2250
First Bancorp
FBNC
$2.61B
$661K ﹤0.01%
15,033
+4,851
+48% +$217K
88 89
90
91 92

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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.