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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
-0.3%
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
$73.7B
AUM Growth
+$559M
(+0.76%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$147M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$144M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$86.4M |
| 4 |
Vanguard Value ETF
VTV
|
+$82.3M |
| 5 |
LyondellBasell Industries
LYB
|
+$76.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$90M |
| 2 |
ExxonMobil
XOM
|
+$78M |
| 3 |
Amazon
AMZN
|
+$73.8M |
| 4 |
IBM
IBM
|
+$55.8M |
| 5 |
General Motors
GM
|
+$51.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.32% |
| 2 | Financials | 10.91% |
| 3 | Consumer Discretionary | 6.07% |
| 4 | Healthcare | 5.9% |
| 5 | Industrials | 4.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2926
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$361M
| $274K | ﹤0.01% |
+4,466
| New | +$221K |
|
2927
WSFS Financial
WSFS
$4.2B
| $274K | ﹤0.01% |
5,278
+516
| +11% | +$27.8K |
|
2928
Newell Brands
NWL
$2.24B
| $274K | ﹤0.01% |
44,147
-12,851
| -23% | -$103K |
|
2929
WesBanco
WSBC
$4.03B
| $273K | ﹤0.01% |
8,829
+1,812
| +26% | +$60.5K |
|
|
HQH
2930
abrdn Healthcare Investors
HQH
$1.25B
| $272K | ﹤0.01% |
16,762
-13,309
| -44% | -$229K |
|
2931
Saratoga Investment
SAR
$314M
| $272K | ﹤0.01% |
10,731
-393
| -4% | -$9.77K |
|
2932
Newmark Group
NMRK
$2.88B
| $272K | ﹤0.01% |
22,332
-440
| -2% | -$5.87K |
|
2933
DHT Holdings
DHT
$2.99B
| $272K | ﹤0.01% |
25,875
| – | – |
|
2934
iShares Self-Driving EV and Tech ETF
IDRV
$124M
| $271K | ﹤0.01% |
9,285
-1,123
| -11% | -$34.1K |
|
2935
Camping World
CWH
$399M
| $271K | ﹤0.01% |
16,782
-3,368
| -17% | -$68.8K |
|
2936
DXC Technology
DXC
$1.76B
| $271K | ﹤0.01% |
15,902
-2,167
| -12% | -$42.1K |
|
2937
Hippo Holdings
HIPO
$789M
| $271K | ﹤0.01% |
10,601
+44
| +0.4% | +$1.22K |
|
2938
Installed Building Products
IBP
$6.47B
| $269K | ﹤0.01% |
+1,571
| New | +$283K |
|
2939
KB Financial Group
KB
$40.6B
| $269K | ﹤0.01% |
4,972
-11,429
| -70% | -$660K |
|
|
WSR
2940
DELISTED
Whitestone REIT
WSR
| $269K | ﹤0.01% |
+18,463
| New | +$254K |
|
|
KBDC
2941
Kayne Anderson BDC
KBDC
$916M
| $269K | ﹤0.01% |
+16,581
| New | +$280K |
|
|
EVN
2942
Eaton Vance Municipal Income Trust
EVN
$421M
| $269K | ﹤0.01% |
26,183
+2,035
| +8% | +$21.2K |
|
2943
Innovator US Equity Accelerated Plus ETF October
XTOC
$25.4M
| $268K | ﹤0.01% |
+9,406
| New | +$278K |
|
2944
VSE Corp
VSEC
$5.59B
| $268K | ﹤0.01% |
+2,235
| New | +$240K |
|
2945
Nuveen ESG Large-Cap ETF
NULC
$69.8M
| $268K | ﹤0.01% |
6,116
-1,412
| -19% | -$64.7K |
|
2946
Sun Communities
SUI
$15.3B
| $267K | ﹤0.01% |
2,077
-710
| -25% | -$90.8K |
|
2947
Fomento Económico Mexicano
FMX
$43.5B
| $267K | ﹤0.01% |
2,735
-390
| -12% | -$35.3K |
|
|
VG
2948
Venture Global Inc
VG
$30.2B
| $267K | ﹤0.01% |
+25,897
| New | +$377K |
|
2949
Camtek
CAMT
$6.53B
| $267K | ﹤0.01% |
4,547
-5,379
| -54% | -$433K |
|
2950
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$495M
| $267K | ﹤0.01% |
6,205
| – | – |
|
Similar funds
HighTower Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, HighTower Advisors held 4,123 positions worth $73.7B, up 0.76% from $73.1B the previous quarter. Its ten largest holdings account for 18% of the portfolio.
HighTower Advisors's Q1 2025 filing shows 342 new, 1,586 increased, 1,609 reduced and 399 closed positions. Its largest new stake was iShares iBonds Dec 2027 Term Corporate ETF: 1,400,628 shares worth $33.9M. The largest sale was Apple, an estimated $90M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
- HighTower Advisors's largest Q1 2025 buy was iShares iBonds Dec 2027 Term Corporate ETF: 1,400,628 shares worth $33.9M.
- HighTower Advisors added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $147M increase.
- HighTower Advisors's biggest Q1 2025 reduction was Apple, cutting an estimated $90M.
- HighTower Advisors fully exited Independent Bank Group, Inc. in Q1 2025, selling an estimated $15M.
- HighTower Advisors's ten largest holdings make up 18% of its $73.7B portfolio in Q1 2025.
- HighTower Advisors opened 342 new positions and closed 399 in Q1 2025.
- HighTower Advisors's portfolio value rose 0.76% quarter-over-quarter to $73.7B.
Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.