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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
+1.23%
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
$18.4B
AUM Growth
+$1.56B
Cap. Flow
+$1.3B
Cap. Flow %
7.06%
Top 10 Hldgs %
18.95%
Holding
2,619
New
243
Increased
1,080
Reduced
897
Closed
214

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$653M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$100M
3
BAC icon
Bank of America
BAC
+$89.3M
4
WFC icon
Wells Fargo
WFC
+$71.6M
5
BX icon
Blackstone
BX
+$63M

Top Sells

Rank Stock Value
1
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$32.1M
2
WY icon
Weyerhaeuser
WY
+$14.6M
3
AGN
Allergan plc
AGN
+$12.6M
4
KLAC icon
KLA
KLAC
+$11.3M
5
NFLX icon
Netflix
NFLX
+$10.8M

Sector Composition

Rank Sector Weight
1 Financials 13.96%
2 Technology 10.03%
3 Healthcare 7.36%
4 Energy 6.09%
5 Industrials 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AKTX
2251
Akari Therapeutics
AKTX
$15.2M
$25K ﹤0.01%
+19
New +$29.1K
ESPR
2252
CALL
DELISTED
Esperion Therapeutics
ESPR
$25K ﹤0.01%
+2,200
New +$87.1K
FET icon
2253
Forum Energy Technologies
FET
$654M
$25K ﹤0.01%
819
+55
+7% +$2.26K
TTOO
2254
DELISTED
T2 Biosystems, Inc
TTOO
$25K ﹤0.01%
2
-8
-80% -$64.2K
NOK icon
2255
CALL
Nokia
NOK
$50.8B
$24K ﹤0.01%
+88,000
New +$454K
QQQ icon
2256
PUT
Invesco QQQ Trust
QQQ
$450B
$24K ﹤0.01%
21,100
+7,600
+56% +$1.44M
VANI icon
2257
Vivani Medical
VANI
$110M
$24K ﹤0.01%
1,217
– –
MGI
2258
DELISTED
MoneyGram International, Inc. New
MGI
$24K ﹤0.01%
6,000
-6,000
-50% -$21K
ROX
2259
DELISTED
Castle Brands, Inc.
ROX
$24K ﹤0.01%
19,000
– –
CLNE icon
2260
Clean Energy Fuels
CLNE
$447M
$23K ﹤0.01%
+11,691
New +$27.2K
EXK
2261
Endeavour Silver
EXK
$2.32B
$23K ﹤0.01%
10,200
-5,000
-33% -$12.1K
REKR icon
2262
Rekor Systems
REKR
$83.8M
$23K ﹤0.01%
+10,768
New +$32.7K
IMBI
2263
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$23K ﹤0.01%
+4,000
New +$19K
TGB
2264
Trekor Metals
TGB
$2.56B
$22K ﹤0.01%
54,200
– –
WHWK
2265
Whitehawk Therapeutics
WHWK
$183M
$22K ﹤0.01%
2,297
-200
-8% -$2.22K
AXU
2266
DELISTED
Alexco Resource Corp
AXU
$22K ﹤0.01%
12,500
+2,500
+25% +$4.6K
BA icon
2267
CALL
Boeing
BA
$165B
$21K ﹤0.01%
700
+500
+250% +$179K
CLDX icon
2268
Celldex Therapeutics
CLDX
$2.77B
$21K ﹤0.01%
11,275
-637
-5% -$1.47K
GLD icon
2269
CALL
SPDR Gold Trust
GLD
$132B
$21K ﹤0.01%
8,000
+7,000
+700% +$973K
MUX icon
2270
McEwen Inc
MUX
$1.03B
$21K ﹤0.01%
1,373
– –
NFLX icon
2271
PUT
Netflix
NFLX
$292B
$21K ﹤0.01%
5,000
+1,000
+25% +$31.3K
HIND
2272
Vyome Holdings
HIND
$14.5M
– –
0
– –
CFMS
2273
DELISTED
Conformis, Inc. Common Stock
CFMS
$21K ﹤0.01%
438
-200
-31% -$12K
RIGL icon
2274
Rigel Pharmaceuticals
RIGL
$680M
$20K ﹤0.01%
1,047
– –
CYBR
2275
PUT
DELISTED
CyberArk
CYBR
$19K ﹤0.01%
+5,000
New +$603K
89 90
91
92 93

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HighTower Advisors's Q3 2019 Portfolio in Review

As of Q3 2019, HighTower Advisors held 2,619 positions worth $18.4B, up 9.3% from $16.8B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $1.3B of net new capital in Q3 2019, opening 243 new positions and adding to 1,080 existing holdings. Its largest new stake was Blackstone: 1,291,332 shares worth $63.1M.

By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 9% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was WisdomTree Japan Hedged Equity Fund, an estimated $32.1M trimmed.

  • HighTower Advisors's largest Q3 2019 buy was Blackstone: 1,291,332 shares worth $63.1M.
  • HighTower Advisors added most to Berkshire Hathaway Class A in Q3 2019, an estimated $653M increase.
  • HighTower Advisors's biggest Q3 2019 reduction was WisdomTree Japan Hedged Equity Fund, cutting an estimated $32.1M.
  • HighTower Advisors fully exited Andeavor Logistics LP in Q3 2019, selling an estimated $7.05M.
  • HighTower Advisors's ten largest holdings make up 19% of its $18.4B portfolio in Q3 2019.
  • HighTower Advisors opened 243 new positions and closed 214 in Q3 2019.
  • HighTower Advisors's portfolio value rose 9.3% quarter-over-quarter to $18.4B.

Based on HighTower Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.