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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
+0.53%
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
(+3%)
Cap. Flow
+$3.88B
Cap. Flow
% of AUM
4.12%
Top 10 Holdings %
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$1.52B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$541M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$338M |
| 4 |
Apple
AAPL
|
+$199M |
| 5 |
NVIDIA
NVDA
|
+$92.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$129M |
| 2 |
EXAS
Exact Sciences
EXAS
|
+$125M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
+$94.7M |
| 4 |
Teradyne
TER
|
+$67.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2726
Cannae Holdings
CNNE
$647M
| $494K | ﹤0.01% |
43,438
+8,629
| +25% | +$116K |
|
2727
Harmony Gold Mining
HMY
$9.92B
| $493K | ﹤0.01% |
32,070
+13,832
| +76% | +$273K |
|
2728
Flutter Entertainment
FLUT
$17.6B
| $493K | ﹤0.01% |
4,835
-17,134
| -78% | -$2.47M |
|
|
JGRW
2729
Jensen Quality Growth ETF
JGRW
$86.1M
| $493K | ﹤0.01% |
20,270
-24,494
| -55% | -$638K |
|
2730
WesBanco
WSBC
$3.95B
| $492K | ﹤0.01% |
14,253
+2,039
| +17% | +$71.2K |
|
2731
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$666M
| $491K | ﹤0.01% |
8,151
| – | – |
|
2732
Lemonade
LMND
$4.62B
| $491K | ﹤0.01% |
7,836
+1,868
| +31% | +$129K |
|
2733
Panagram AAA CLO ETF
CLOX
$310M
| $491K | ﹤0.01% |
19,200
+4,984
| +35% | +$127K |
|
2734
Invesco Large Cap Growth ETF
PWB
$2.29B
| $490K | ﹤0.01% |
3,892
-51
| -1% | -$6.75K |
|
2735
H.B. Fuller
FUL
$3B
| $490K | ﹤0.01% |
7,944
-1,429
| -15% | -$87.5K |
|
2736
Champion Homes
SKY
$4.48B
| $489K | ﹤0.01% |
6,569
+458
| +7% | +$39.4K |
|
2737
iShares MSCI Peru and Global Exposure ETF
EPU
$534M
| $488K | ﹤0.01% |
6,046
+882
| +17% | +$74.5K |
|
2738
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$737M
| $487K | ﹤0.01% |
8,754
-20
| -0.2% | -$1.16K |
|
2739
Cactus
WHD
$3.83B
| $486K | ﹤0.01% |
10,260
+725
| +8% | +$38K |
|
|
AMTM
2740
Amentum Holdings
AMTM
$5.51B
| $485K | ﹤0.01% |
18,613
+3,973
| +27% | +$125K |
|
2741
iShares Morningstar Multi-Asset Income ETF
IYLD
$125M
| $484K | ﹤0.01% |
22,273
+5
| +0% | +$110 |
|
2742
Pathward Financial
CASH
$1.81B
| $484K | ﹤0.01% |
5,420
+738
| +16% | +$64.3K |
|
|
HYBI
2743
NEOS Enhanced Income Credit Select ETF
HYBI
$217M
| $483K | ﹤0.01% |
9,765
-693
| -7% | -$34.7K |
|
2744
Sociedad Química y Minera de Chile
SQM
$19.6B
| $483K | ﹤0.01% |
5,962
+50
| +0.8% | +$3.81K |
|
2745
Innovator Emerging Markets Power Buffer ETF July
EJUL
$167M
| $482K | ﹤0.01% |
16,122
| – | – |
|
|
FETH
2746
Fidelity Ethereum Fund
FETH
$1B
| $481K | ﹤0.01% |
23,041
+4,030
| +21% | +$96.2K |
|
2747
DHT Holdings
DHT
$2.97B
| $481K | ﹤0.01% |
26,330
+4,469
| +20% | +$71.2K |
|
2748
Corcept Therapeutics
CORT
$10.2B
| $481K | ﹤0.01% |
11,933
+122
| +1% | +$4.56K |
|
|
DPG
2749
Duff & Phelps Utility and Infrastructure Fund
DPG
$539M
| $481K | ﹤0.01% |
33,296
+9,807
| +42% | +$136K |
|
2750
Telus
TU
$16B
| $481K | ﹤0.01% |
37,465
-203
| -0.5% | -$2.75K |
|
Similar funds
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.