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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
HSTO
2351
DELISTED
Histogen Inc. Common Stock
HSTO
$3K ﹤0.01%
51
-4
-7% -$261
BNBX
2352
DELISTED
BNB PLUS CORP
BNBX
– –
0
– –
BIDU icon
2353
PUT
Baidu
BIDU
$35.8B
$2K ﹤0.01%
300
+100
+50% +$10.7K
BYND icon
2354
CALL
Beyond Meat
BYND
$288M
$2K ﹤0.01%
+200
New +$32.9K
CPRX
2355
CALL
DELISTED
Catalyst Pharmaceutical
CPRX
$2K ﹤0.01%
+2,900
New +$15.4K
DEO icon
2356
PUT
Diageo
DEO
$46.2B
$2K ﹤0.01%
300
+200
+200% +$33.5K
GDXJ icon
2357
CALL
VanEck Junior Gold Miners ETF
GDXJ
$7.06B
$2K ﹤0.01%
+500
New +$19.4K
HD icon
2358
PUT
Home Depot
HD
$332B
$2K ﹤0.01%
400
– –
JPM icon
2359
PUT
JPMorgan Chase
JPM
$939B
$2K ﹤0.01%
1,000
– –
KMB icon
2360
PUT
Kimberly-Clark
KMB
$36.4B
$2K ﹤0.01%
8,200
– –
LVS icon
2361
CALL
Las Vegas Sands
LVS
$30.5B
$2K ﹤0.01%
+500
New +$29.1K
LYFT icon
2362
PUT
Lyft
LYFT
$5.39B
$2K ﹤0.01%
+500
New +$27.3K
NIO icon
2363
CALL
NIO
NIO
$11.3B
$2K ﹤0.01%
15,000
-7,000
-32% -$21.4K
OKTA icon
2364
PUT
Okta
OKTA
$24.1B
$2K ﹤0.01%
+200
New +$25K
SLV icon
2365
CALL
iShares Silver Trust
SLV
$28.1B
$2K ﹤0.01%
10,000
+8,800
+733% +$140K
SRPT icon
2366
CALL
Sarepta Therapeutics
SRPT
$1.66B
$2K ﹤0.01%
900
+700
+350% +$82.7K
WMT icon
2367
CALL
Walmart Inc
WMT
$871B
$2K ﹤0.01%
600
-155,100
-100% -$5.85M
XLU icon
2368
PUT
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$2K ﹤0.01%
5,000
– –
TUP
2369
CALL
DELISTED
Tupperware Brands Corporation
TUP
$2K ﹤0.01%
12,500
+5,000
+67% +$77.2K
RTN
2370
PUT
DELISTED
Raytheon Company
RTN
$2K ﹤0.01%
+1,000
New +$185K
VIAB
2371
PUT
DELISTED
Viacom Inc. Class B
VIAB
$2K ﹤0.01%
+5,000
New +$140K
AMD icon
2372
PUT
Advanced Micro Devices
AMD
$851B
$1K ﹤0.01%
+400
New +$12.5K
AMRN
2373
CALL
Amarin Corp
AMRN
$284M
$1K ﹤0.01%
100
-50
-33% -$17.5K
AMZN icon
2374
CALL
Amazon
AMZN
$2.5T
$1K ﹤0.01%
2,000
-90,000
-98% -$8.35M
ARWR icon
2375
CALL
Arrowhead Research
ARWR
$12.1B
$1K ﹤0.01%
+1,300
New +$38.5K
93 94
95
96 97

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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.