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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
SDCI icon
2751
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$553M
$480K ﹤0.01%
17,638
+2,567
+17% +$62.7K
FRI icon
2752
First Trust S&P REIT Index Fund
FRI
$195M
$480K ﹤0.01%
16,877
+23
+0.1% +$662
SRVR icon
2753
Pacer Data & Infrastructure Real Estate ETF
SRVR
$379M
$480K ﹤0.01%
15,374
-714
-4% -$22.5K
CLM icon
2754
Cornerstone Strategic Value Fund
CLM
$2.17B
$480K ﹤0.01%
65,917
+5,017
+8% +$39.4K
MT icon
2755
ArcelorMittal
MT
$50.4B
$479K ﹤0.01%
9,221
-102
-1% -$5.66K
JPSE icon
2756
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$592M
$478K ﹤0.01%
9,123
-463
-5% -$24.7K
VTES icon
2757
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$478K ﹤0.01%
4,726
-788
-14% -$80.4K
CNO icon
2758
CNO Financial Group
CNO
$4.97B
$478K ﹤0.01%
11,634
+4,517
+63% +$189K
CLF icon
2759
Cleveland-Cliffs
CLF
$6.81B
$477K ﹤0.01%
56,472
-18,227
-24% -$209K
CBT icon
2760
Cabot Corp
CBT
$4.65B
$477K ﹤0.01%
6,335
+1,059
+20% +$76.9K
HNDL icon
2761
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$632M
$477K ﹤0.01%
21,836
+25
+0.1% +$557
FCCO icon
2762
First Community Corp
FCCO
$316M
$476K ﹤0.01%
+16,299
New +$477K
QWLD
2763
State Street SPDR MSCI World StrategicFactors ETF
QWLD
$172M
$476K ﹤0.01%
3,327
– –
ISCV icon
2764
iShares Morningstar Small-Cap Value ETF
ISCV
$687M
$476K ﹤0.01%
6,846
+405
+6% +$29K
WU icon
2765
Western Union
WU
$2.57B
$476K ﹤0.01%
54,490
+15,976
+41% +$151K
LOPE icon
2766
Grand Canyon Education
LOPE
$3.71B
$475K ﹤0.01%
2,795
-117
-4% -$19.6K
MCR
2767
DELISTED
MFS Charter Income Trust
MCR
$475K ﹤0.01%
78,375
-5,745
-7% -$35.6K
RDY icon
2768
Dr. Reddy's Laboratories
RDY
$9.82B
$474K ﹤0.01%
34,258
+19,659
+135% +$274K
NATO
2769
Themes Transatlantic Defense ETF
NATO
$101M
$474K ﹤0.01%
12,307
+6,176
+101% +$258K
DRS icon
2770
Leonardo DRS
DRS
$12.8B
$474K ﹤0.01%
10,646
+621
+6% +$26.2K
ICLR icon
2771
Icon
ICLR
$12.8B
$473K ﹤0.01%
4,276
-998
-19% -$136K
DFE icon
2772
WisdomTree Europe SmallCap Dividend Fund
DFE
$163M
$473K ﹤0.01%
6,597
-64
-1% -$4.74K
ALTO icon
2773
Alto Ingredients
ALTO
$360M
$473K ﹤0.01%
97,727
-100,000
-51% -$317K
SLG icon
2774
SL Green Realty
SLG
$3.88B
$473K ﹤0.01%
12,795
-115,075
-90% -$4.79M
HYBL icon
2775
State Street Blackstone High Income ETF
HYBL
$569M
$473K ﹤0.01%
16,977
+173
+1% +$4.87K
109 110
111
112 113

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Pictet Asset Management
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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.