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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
COIN icon
2301
CALL
Coinbase
COIN
$43.2B
$614K ﹤0.01%
70,000
+15,000
+27% +$3.81M
CLF icon
2302
Cleveland-Cliffs
CLF
$6.47B
$613K ﹤0.01%
65,238
-188,504
-74% -$2.27M
PI icon
2303
Impinj
PI
$4.12B
$612K ﹤0.01%
4,211
-212
-5% -$40.2K
NPO icon
2304
Enpro
NPO
$6.26B
$611K ﹤0.01%
3,545
+134
+4% +$22.7K
SRVR icon
2305
Pacer Data & Infrastructure Real Estate ETF
SRVR
$368M
$611K ﹤0.01%
20,380
+135
+0.7% +$4.22K
PTY icon
2306
PIMCO Corporate & Income Opportunity Fund
PTY
$2.49B
$611K ﹤0.01%
42,494
+452
+1% +$6.57K
E icon
2307
ENI
E
$78.1B
$611K ﹤0.01%
22,318
-25,629
-53% -$751K
EMHC icon
2308
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$282M
$609K ﹤0.01%
25,596
+2,058
+9% +$50.1K
FGD icon
2309
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.54B
$607K ﹤0.01%
27,298
+31
+0.1% +$727
AQN icon
2310
Algonquin Power & Utilities
AQN
$4.61B
$605K ﹤0.01%
135,917
-128,031
-49% -$618K
WYNN icon
2311
Wynn Resorts
WYNN
$10.2B
$604K ﹤0.01%
7,014
-5,129
-42% -$484K
FENI icon
2312
Fidelity Enhanced International ETF
FENI
$10.6B
$603K ﹤0.01%
21,902
-906
-4% -$26K
USIG icon
2313
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$603K ﹤0.01%
11,988
-77
-0.6% -$3.94K
AUR icon
2314
Aurora
AUR
$11.9B
$602K ﹤0.01%
95,544
+94
+0.1% +$589
FELE icon
2315
Franklin Electric
FELE
$4.68B
$600K ﹤0.01%
6,160
+995
+19% +$104K
NDAA
2316
Ned Davis Research 360 Dynamic Allocation ETF
NDAA
$4.44M
$597K ﹤0.01%
+30,475
New +$610K
ERIE icon
2317
Erie Indemnity
ERIE
$12.7B
$597K ﹤0.01%
1,448
-181
-11% -$81K
DUOL icon
2318
Duolingo
DUOL
$6.54B
$596K ﹤0.01%
1,837
+370
+25% +$118K
MOH icon
2319
Molina Healthcare
MOH
$10.4B
$594K ﹤0.01%
2,042
-585
-22% -$181K
TFIN icon
2320
Triumph Financial Inc
TFIN
$1.83B
$594K ﹤0.01%
6,539
+362
+6% +$33.7K
GXDW
2321
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
$5.85M
$594K ﹤0.01%
25,316
+1,265
+5% +$31.5K
LGND icon
2322
Ligand Pharmaceuticals
LGND
$5.79B
$594K ﹤0.01%
5,542
+400
+8% +$45.2K
BTO
2323
John Hancock Financial Opportunities Fund
BTO
$821M
$594K ﹤0.01%
16,636
+1,198
+8% +$42.9K
EMQQ icon
2324
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$270M
$593K ﹤0.01%
17,193
-7,964
-32% -$302K
MPT
2325
Medical Properties Trust
MPT
$2.86B
$592K ﹤0.01%
149,858
-48,574
-24% -$218K
91 92
93
94 95

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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.