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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 | |
|---|---|---|---|---|---|---|
|
EXK
2351
Endeavour Silver
EXK
$2.2B
| $575K | ﹤0.01% |
157,201
+34,700
| +28% | +$153K |
|
|
VRNA
2352
DELISTED
Verona Pharma
VRNA
| $574K | ﹤0.01% |
12,362
-537
| -4% | -$20.2K |
|
2353
Exponent
EXPO
$3.24B
| $574K | ﹤0.01% |
6,441
-358
| -5% | -$36.1K |
|
2354
Sprott Junior Copper Miners ETF
COPJ
$140M
| $574K | ﹤0.01% |
31,105
-5,193
| -14% | -$112K |
|
|
MSB
2355
Mesabi Trust
MSB
$295M
| $573K | ﹤0.01% |
20,387
+298
| +1% | +$7.74K |
|
2356
Liberty Global Class C
LBTYK
$3.48B
| $573K | ﹤0.01% |
43,609
+3,002
| +7% | +$51.8K |
|
2357
electroCore
ECOR
$51.3M
| $573K | ﹤0.01% |
35,342
| – | – |
|
2358
Yeti Holdings
YETI
$3.86B
| $573K | ﹤0.01% |
14,869
+8,376
| +129% | +$333K |
|
2359
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$433M
| $570K | ﹤0.01% |
35,310
+568
| +2% | +$9.38K |
|
2360
Liberty Broadband Class A
LBRDA
$4.82B
| $569K | ﹤0.01% |
7,653
-119
| -2% | -$9.85K |
|
2361
American Century US Quality Value ETF
VALQ
$331M
| $569K | ﹤0.01% |
9,324
+155
| +2% | +$9.69K |
|
2362
COPT Defense Properties
CDP
$4.35B
| $568K | ﹤0.01% |
18,365
-512
| -3% | -$16.3K |
|
2363
Perspective Therapeutics
CATX
$323M
| $568K | ﹤0.01% |
178,111
+36,875
| +26% | +$301K |
|
2364
Goosehead Insurance
GSHD
$1.65B
| $568K | ﹤0.01% |
5,299
+259
| +5% | +$28.3K |
|
2365
Newell Brands
NWL
$2.21B
| $568K | ﹤0.01% |
56,998
+13,510
| +31% | +$123K |
|
|
CHGX
2366
DELISTED
AXS Change Finance ESG ETF
CHGX
| $565K | ﹤0.01% |
14,871
+1,179
| +9% | +$46.1K |
|
|
EMO
2367
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.02B
| $564K | ﹤0.01% |
12,129
-12,320
| -50% | -$563K |
|
2368
KB Home
KBH
$3.49B
| $563K | ﹤0.01% |
8,569
+1,437
| +20% | +$112K |
|
2369
WisdomTree True Developed International Fund
DOL
$807M
| $563K | ﹤0.01% |
11,389
-1,438
| -11% | -$73.9K |
|
2370
VanEck Digital Transformation ETF
DAPP
$222M
| $563K | ﹤0.01% |
39,184
+6,413
| +20% | +$99.9K |
|
2371
Qfin Holdings
QFIN
$1.68B
| $563K | ﹤0.01% |
+14,661
| New | +$508K |
|
2372
KT
KT
$8.75B
| $562K | ﹤0.01% |
36,241
+8,369
| +30% | +$133K |
|
2373
Lyft
LYFT
$5.86B
| $562K | ﹤0.01% |
43,597
-4,486
| -9% | -$66.5K |
|
2374
Innovator International Developed Power Buffer ETF September
ISEP
$65.3M
| $562K | ﹤0.01% |
20,396
+5,009
| +33% | +$141K |
|
2375
VanEck Bitcoin Trust
HODL
$1.07B
| $562K | ﹤0.01% |
21,256
+4,884
| +30% | +$115K |
|
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.