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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 | |
|---|---|---|---|---|---|---|
2251
News Corp Class B
NWS
$17.7B
| $660K | ﹤0.01% |
21,684
-1,345
| -6% | -$40.6K |
|
2252
Veracyte
VCYT
$4.44B
| $659K | ﹤0.01% |
16,630
+305
| +2% | +$11.5K |
|
2253
Energy Fuels
UUUU
$2.68B
| $657K | ﹤0.01% |
128,011
+2,010
| +2% | +$12.4K |
|
2254
AutoNation
AN
$7.7B
| $657K | ﹤0.01% |
3,866
+74
| +2% | +$12.5K |
|
2255
CarMax
KMX
$8.39B
| $656K | ﹤0.01% |
8,021
+2,353
| +42% | +$185K |
|
2256
Kite Realty
KRG
$5.86B
| $655K | ﹤0.01% |
25,968
+2,582
| +11% | +$67.9K |
|
2257
Ovintiv
OVV
$17B
| $655K | ﹤0.01% |
16,175
+719
| +5% | +$29.9K |
|
2258
Shift4
FOUR
$4.44B
| $654K | ﹤0.01% |
6,303
+1,295
| +26% | +$129K |
|
|
QMNV
2259
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$56.7M
| $653K | ﹤0.01% |
+32,331
| New | +$655K |
|
2260
Aclaris Therapeutics
ACRS
$715M
| $652K | ﹤0.01% |
262,948
-42,866
| -14% | -$107K |
|
2261
Dollar Tree
DLTR
$24.8B
| $652K | ﹤0.01% |
8,698
+2,026
| +30% | +$139K |
|
2262
Southwest Gas
SWX
$6.65B
| $651K | ﹤0.01% |
9,203
-2,030
| -18% | -$151K |
|
2263
Ralph Lauren
RL
$22.4B
| $651K | ﹤0.01% |
2,817
+325
| +13% | +$69.3K |
|
2264
Janus Henderson B-BBB CLO ETF
JBBB
$1.41B
| $649K | ﹤0.01% |
13,209
-60
| -0.5% | -$2.95K |
|
2265
Mercury Insurance
MCY
$6B
| $649K | ﹤0.01% |
9,765
-34
| -0.3% | -$2.39K |
|
2266
Victory Capital Holdings
VCTR
$6.09B
| $649K | ﹤0.01% |
9,915
+564
| +6% | +$35.7K |
|
2267
DigitalBridge
DBRG
$2.92B
| $649K | ﹤0.01% |
57,491
+27,125
| +89% | +$365K |
|
2268
Crawford & Co Class A
CRD.A
$540M
| $647K | ﹤0.01% |
56,003
+14,917
| +36% | +$171K |
|
2269
LifeVantage
LFVN
$80M
| $643K | ﹤0.01% |
36,674
-16,069
| -30% | -$225K |
|
2270
NEOS Enhanced Income Aggregate Bond ETF
BNDI
$185M
| $642K | ﹤0.01% |
+13,768
| New | +$654K |
|
2271
Quince Therapeutics
QNCX
$21.4M
| $639K | ﹤0.01% |
1,708
| – | – |
|
2272
BlackRock Corporate High Yield Fund
HYT
$1.35B
| $638K | ﹤0.01% |
65,002
-78,235
| -55% | -$774K |
|
2273
Zillow
ZG
$7.86B
| $637K | ﹤0.01% |
8,995
+3,341
| +59% | +$230K |
|
2274
Aramark
ARMK
$15B
| $637K | ﹤0.01% |
17,067
+563
| +3% | +$21.9K |
|
2275
Brown-Forman Class A
BF.A
$13.7B
| $635K | ﹤0.01% |
16,849
+5,979
| +55% | +$258K |
|
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.