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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 | |
|---|---|---|---|---|---|---|
3201
Wipro
WIT
$18.9B
| $185K | ﹤0.01% |
60,551
-1,781
| -3% | -$6.07K |
|
3202
Culp Inc
CULP
$45.5M
| $185K | ﹤0.01% |
37,046
+1,000
| +3% | +$5.3K |
|
|
TWO
3203
Two Harbors Investment
TWO
$1.27B
| $184K | ﹤0.01% |
+13,780
| New | +$179K |
|
3204
PagerDuty
PD
$753M
| $183K | ﹤0.01% |
10,043
-1,363
| -12% | -$25K |
|
3205
Bitwise Crypto Industry Innovators ETF
BITQ
$392M
| $183K | ﹤0.01% |
15,093
+613
| +4% | +$10.1K |
|
|
ORLA
3206
Orla Mining
ORLA
$3.56B
| $183K | ﹤0.01% |
+19,576
| New | +$139K |
|
3207
PUT
CAVA Group
CAVA
$7.52B
| $183K | ﹤0.01% |
84,000
+77,000
| +1,100% | +$8.35M |
|
3208
MasterBrand
MBC
$1.12B
| $182K | ﹤0.01% |
13,948
-17,471
| -56% | -$266K |
|
3209
Arcos Dorados Holdings
ARCO
$1.75B
| $182K | ﹤0.01% |
22,543
+5,987
| +36% | +$47.2K |
|
3210
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
$64.6M
| $180K | ﹤0.01% |
12,000
| – | – |
|
|
ESPR
3211
DELISTED
Esperion Therapeutics
ESPR
| $180K | ﹤0.01% |
124,886
+20,625
| +20% | +$38K |
|
3212
CorMedix
CRMD
$596M
| $179K | ﹤0.01% |
29,138
| – | – |
|
3213
Resideo Technologies
REZI
$5.34B
| $179K | ﹤0.01% |
10,088
-529
| -5% | -$10.9K |
|
3214
BlackRock Capital Allocation Term Trust
BCAT
$1.61B
| $179K | ﹤0.01% |
+12,399
| New | +$189K |
|
|
MCW
3215
DELISTED
Mister Car Wash
MCW
| $178K | ﹤0.01% |
22,601
+570
| +3% | +$4.41K |
|
3216
MainStreet Bancshares
MNSB
$166M
| $178K | ﹤0.01% |
+10,627
| New | +$178K |
|
3217
EyePoint Inc
EYPT
$1.04B
| $177K | ﹤0.01% |
32,567
+276
| +0.9% | +$1.93K |
|
3218
Investar Holding Corp
ISTR
$416M
| $176K | ﹤0.01% |
10,000
| – | – |
|
|
GBAB
3219
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$382M
| $176K | ﹤0.01% |
11,315
-3,069
| -21% | -$47.8K |
|
3220
SunCoke Energy
SXC
$765M
| $176K | ﹤0.01% |
+19,097
| New | +$183K |
|
|
EVM
3221
DELISTED
Eaton Vance California Municipal Bond Fund
EVM
| $176K | ﹤0.01% |
18,951
+3,951
| +26% | +$37K |
|
|
UDMY
3222
DELISTED
Udemy
UDMY
| $175K | ﹤0.01% |
22,551
+1,641
| +8% | +$14K |
|
3223
VTEX
VTEX
$718M
| $175K | ﹤0.01% |
34,449
+11,548
| +50% | +$65.6K |
|
|
MYD
3224
DELISTED
BlackRock MuniYield Fund
MYD
| $174K | ﹤0.01% |
16,496
-1,824
| -10% | -$19.4K |
|
3225
Nuveen Select Tax-Free Income Portfolio
NXP
$897M
| $174K | ﹤0.01% |
+12,095
| New | +$178K |
|
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.