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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
+0.53%
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
$94.2B
AUM Growth
+$2.78B
Cap. Flow
+$3.88B
Cap. Flow %
4.12%
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194

Top Buys

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$1.52B
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$541M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$338M
4
AAPL icon
Apple
AAPL
+$199M
5
NVDA icon
NVIDIA
NVDA
+$92.2M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$129M
2
EXAS
Exact Sciences
EXAS
+$125M
3
HYD icon
VanEck High Yield Muni ETF
HYD
+$94.7M
4
TER icon
Teradyne
TER
+$67.3M
5
ORCL icon
Oracle
ORCL
+$56.9M

Sector Composition

Rank Sector Weight
1 Technology 12.05%
2 Financials 8.61%
3 Healthcare 6.66%
4 Consumer Discretionary 5.34%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SM icon
2651
SM Energy
SM
$7.96B
$539K ﹤0.01%
+17,288
New +$394K
PFFA icon
2652
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.41B
$539K ﹤0.01%
26,473
-49,343
-65% -$1.06M
MCY icon
2653
Mercury Insurance
MCY
$5.94B
$538K ﹤0.01%
6,106
+2,436
+66% +$218K
SMLV icon
2654
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$257M
$538K ﹤0.01%
3,923
+21
+0.5% +$2.91K
TSLX icon
2655
Sixth Street Specialty
TSLX
$1.59B
$537K ﹤0.01%
29,229
-18,193
-38% -$360K
PEB.PRE icon
2656
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$88.2M
$536K ﹤0.01%
27,880
+1,400
+5% +$27.9K
TRNO icon
2657
Terreno Realty
TRNO
$7.68B
$535K ﹤0.01%
8,713
+2,430
+39% +$152K
PBE icon
2658
Invesco Biotechnology & Genome ETF
PBE
$281M
$534K ﹤0.01%
6,746
-146
-2% -$11.8K
BRKR icon
2659
Bruker
BRKR
$9.2B
$534K ﹤0.01%
14,784
+7,168
+94% +$300K
HQH
2660
abrdn Healthcare Investors
HQH
$1.23B
$533K ﹤0.01%
29,970
+12,350
+70% +$234K
LION icon
2661
Lionsgate Studios
LION
$3.88B
$533K ﹤0.01%
55,589
-1,114
-2% -$10.3K
EZPW icon
2662
Ezcorp Inc
EZPW
$1.82B
$533K ﹤0.01%
20,991
-9,601
-31% -$230K
KLIC icon
2663
Kulicke & Soffa
KLIC
$5.3B
$532K ﹤0.01%
8,101
+1,172
+17% +$74.5K
ACT icon
2664
Enact Holdings
ACT
$6.53B
$532K ﹤0.01%
13,039
+396
+3% +$16.2K
MGEE icon
2665
MGE Energy Inc
MGEE
$3.11B
$532K ﹤0.01%
6,880
-95
-1% -$7.48K
LEGR icon
2666
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$127M
$531K ﹤0.01%
9,200
+18
+0.2% +$1.08K
SPHR icon
2667
Sphere Entertainment
SPHR
$4.88B
$530K ﹤0.01%
4,516
+593
+15% +$62K
KRYS icon
2668
Krystal Biotech
KRYS
$9.88B
$529K ﹤0.01%
2,049
+937
+84% +$249K
GEN icon
2669
Gen Digital
GEN
$15.6B
$529K ﹤0.01%
28,071
+10,820
+63% +$250K
GWRE icon
2670
Guidewire Software
GWRE
$11.5B
$527K ﹤0.01%
3,521
-3,760
-52% -$572K
LMAT icon
2671
LeMaitre Vascular
LMAT
$2.18B
$526K ﹤0.01%
4,815
+581
+14% +$55.4K
EUAD
2672
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.14B
$525K ﹤0.01%
12,885
+469
+4% +$21.2K
FSM icon
2673
Fortuna Silver Mines
FSM
$2.59B
$525K ﹤0.01%
+52,857
New +$573K
ESTA icon
2674
Establishment Labs
ESTA
$2.72B
$524K ﹤0.01%
9,224
+4,057
+79% +$277K
CPSJ
2675
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$47.1M
$524K ﹤0.01%
19,484
– –
105 106
107
108 109

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HighTower Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HighTower Advisors held 3,988 positions worth $94.2B, up 3% from $91.4B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $3.88B of net new capital in Q1 2026, opening 344 new positions and adding to 1,983 existing holdings. Its largest new stake was Invesco Oil & Gas Services ETF: 668,746 shares worth $27.7M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was ExxonMobil, an estimated $129M trimmed.

  • HighTower Advisors's largest Q1 2026 buy was Invesco Oil & Gas Services ETF: 668,746 shares worth $27.7M.
  • HighTower Advisors added most to Johnson & Johnson in Q1 2026, an estimated $1.52B increase.
  • HighTower Advisors's biggest Q1 2026 reduction was ExxonMobil, cutting an estimated $129M.
  • HighTower Advisors fully exited Exact Sciences in Q1 2026, selling an estimated $125M.
  • HighTower Advisors's ten largest holdings make up 19% of its $94.2B portfolio in Q1 2026.
  • HighTower Advisors opened 344 new positions and closed 194 in Q1 2026.
  • HighTower Advisors's portfolio value rose 3% quarter-over-quarter to $94.2B.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.