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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
+8.61%
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
$79.8B
AUM Growth
+$6.14B
(+8.3%)
Cap. Flow
+$1.59B
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Preformed Line Products
PLPC
|
+$101M |
| 2 |
WisdomTree US Quality Growth Fund
QGRW
|
+$95.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$89.4M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$75.1M |
| 5 |
Meta Platforms (Facebook)
META
|
+$64.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$59.6M |
| 2 |
Clorox
CLX
|
+$49.7M |
| 3 |
Visa
V
|
+$43.7M |
| 4 |
GMO US Quality ETF
QLTY
|
+$40.4M |
| 5 |
SPDR Gold Trust
GLD
|
+$40M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.55% |
| 2 | Financials | 10.31% |
| 3 | Consumer Discretionary | 5.93% |
| 4 | Industrials | 5.06% |
| 5 | Healthcare | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2976
Pegasystems
PEGA
$4.41B
| $285K | ﹤0.01% |
+5,258
| New | +$238K |
|
2977
Helmerich & Payne
HP
$3.53B
| $285K | ﹤0.01% |
18,767
-708
| -4% | -$13K |
|
2978
First Busey Corp
BUSE
$2.52B
| $283K | ﹤0.01% |
12,385
-9,859
| -44% | -$213K |
|
2979
Installed Building Products
IBP
$6.13B
| $283K | ﹤0.01% |
1,570
-1
| -0.1% | -$166 |
|
|
SEE
2980
DELISTED
Sealed Air
SEE
| $283K | ﹤0.01% |
9,118
+699
| +8% | +$20.8K |
|
2981
Banner Corp
BANR
$2.39B
| $282K | ﹤0.01% |
4,403
-405
| -8% | -$25K |
|
2982
Precigen
PGEN
$1.93B
| $282K | ﹤0.01% |
198,822
+6,970
| +4% | +$9.9K |
|
2983
Sylvamo
SLVM
$1.52B
| $282K | ﹤0.01% |
5,620
-140
| -2% | -$7.88K |
|
2984
Insteel Industries
IIIN
$633M
| $281K | ﹤0.01% |
+7,557
| New | +$252K |
|
2985
CALL
Broadcom
AVGO
$1.82T
| $281K | ﹤0.01% |
50,100
+49,500
| +8,250% | +$10.7M |
|
2986
Alerian Energy Infrastructure ETF
ENFR
$504M
| $281K | ﹤0.01% |
8,707
+650
| +8% | +$20.3K |
|
2987
Sprott Energy Transition Materials ETF
SETM
$534M
| $280K | ﹤0.01% |
+16,191
| New | +$242K |
|
2988
Garrett Motion
GTX
$5.9B
| $280K | ﹤0.01% |
26,636
-3,316
| -11% | -$33.4K |
|
|
HQH
2989
abrdn Healthcare Investors
HQH
$1.23B
| $279K | ﹤0.01% |
18,004
+1,242
| +7% | +$19.2K |
|
2990
Colliers International
CIGI
$4.98B
| $279K | ﹤0.01% |
2,134
-25
| -1% | -$3.04K |
|
2991
Modine Manufacturing
MOD
$12.8B
| $278K | ﹤0.01% |
2,818
-2,618
| -48% | -$234K |
|
|
OTF
2992
Blue Owl Technology Finance Corp
OTF
$4.6B
| $277K | ﹤0.01% |
+18,162
| New | +$286K |
|
2993
VanEck Morningstar International Moat ETF
MOTI
$70.1M
| $277K | ﹤0.01% |
7,979
+805
| +11% | +$27.1K |
|
2994
Invesco S&P SmallCap Industrials ETF
PSCI
$185M
| $275K | ﹤0.01% |
2,054
| – | – |
|
2995
Urban Outfitters
URBN
$5.99B
| $275K | ﹤0.01% |
3,791
-815
| -18% | -$48.9K |
|
2996
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$321M
| $275K | ﹤0.01% |
2,202
| – | – |
|
2997
Lear
LEA
$7.19B
| $275K | ﹤0.01% |
2,893
-3,480
| -55% | -$306K |
|
2998
WisdomTree US AI Enhanced Value Fund
AIVL
$426M
| $275K | ﹤0.01% |
2,430
+159
| +7% | +$17.2K |
|
2999
CNO Financial Group
CNO
$4.97B
| $274K | ﹤0.01% |
7,107
-490
| -6% | -$18.7K |
|
3000
First Trust Eurozone AlphaDEX
FEUZ
$133M
| $273K | ﹤0.01% |
4,949
| – | – |
|
Similar funds
HighTower Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, HighTower Advisors held 4,055 positions worth $79.8B, up 8.3% from $73.7B the previous quarter. Its ten largest holdings account for 18% of the portfolio.
HighTower Advisors's Q2 2025 filing shows 333 new, 1,586 increased, 1,641 reduced and 303 closed positions. Its largest new stake was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M. The largest sale was UnitedHealth, an estimated $59.6M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.
- HighTower Advisors's largest Q2 2025 buy was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M.
- HighTower Advisors added most to Preformed Line Products in Q2 2025, an estimated $101M increase.
- HighTower Advisors's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $59.6M.
- HighTower Advisors fully exited Simplify US Equity PLUS Downside Convexity ETF in Q2 2025, selling an estimated $14.5M.
- HighTower Advisors's ten largest holdings make up 18% of its $79.8B portfolio in Q2 2025.
- HighTower Advisors opened 333 new positions and closed 303 in Q2 2025.
- HighTower Advisors's portfolio value rose 8.3% quarter-over-quarter to $79.8B.
Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.