We are live on ! Find out more
HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $104B
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
+14.94%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$104B
AUM Growth
+$9.91B
Cap. Flow
+$111M
Cap. Flow %
0.11%
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257

Sector Composition

Rank Sector Weight
1 Miscellaneous 48.36%
2 Technology 13.56%
3 Financials 8.24%
4 Healthcare 6.32%
5 Industrials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MTX icon
3401
Minerals Technologies
MTX
$2.17B
$241K ﹤0.01%
3,261
-3,258
-50% -$246K
YETI icon
3402
Yeti Holdings
YETI
$2.92B
$241K ﹤0.01%
4,865
-642
-12% -$27.8K
CSTM icon
3403
Constellium
CSTM
$3.64B
$241K ﹤0.01%
7,562
-50,349
-87% -$1.63M
ANGI icon
3404
Angi Inc
ANGI
$185M
$241K ﹤0.01%
40,483
-470
-1% -$2.9K
KMX icon
3405
CarMax
KMX
$8.56B
$241K ﹤0.01%
4,554
-5,907
-56% -$257K
ARCB icon
3406
ArcBest
ARCB
$3.07B
$239K ﹤0.01%
1,668
-1,625
-49% -$211K
EGO icon
3407
Eldorado Gold
EGO
$11.6B
$239K ﹤0.01%
+7,674
New +$250K
DMAY icon
3408
FT Vest US Equity Deep Buffer ETF May
DMAY
$377M
$239K ﹤0.01%
+5,062
New +$236K
PALL icon
3409
abrdn Physical Palladium Shares ETF
PALL
$720M
$238K ﹤0.01%
10,800
-13,770
-56% -$352K
NMCO icon
3410
Nuveen Municipal Credit Opportunities Fund
NMCO
$566M
$238K ﹤0.01%
+21,838
New +$234K
VKTX icon
3411
Viking Therapeutics
VKTX
$3.89B
$238K ﹤0.01%
+6,096
New +$197K
ATRC icon
3412
AtriCure
ATRC
$2.72B
$238K ﹤0.01%
+8,490
New +$239K
EMPB
3413
Efficient Market Portfolio Plus ETF
EMPB
$30.3M
$237K ﹤0.01%
7,151
+169
+2% +$5.33K
PFBC icon
3414
Preferred Bank
PFBC
$1.21B
$237K ﹤0.01%
+2,231
New +$214K
ASAN icon
3415
Asana
ASAN
$1.96B
$237K ﹤0.01%
33,813
+4,837
+17% +$32.5K
CGMS icon
3416
Capital Group US Multi-Sector Income ETF
CGMS
$5.41B
$236K ﹤0.01%
8,649
-2,701
-24% -$74.2K
MLKN icon
3417
MillerKnoll
MLKN
$1.49B
$236K ﹤0.01%
+11,541
New +$185K
NUMV icon
3418
Nuveen ESG Mid-Cap Value ETF
NUMV
$444M
$235K ﹤0.01%
5,415
-308
-5% -$12.9K
UHAL.B icon
3419
U-Haul Holding Co Series N
UHAL.B
$11B
$235K ﹤0.01%
+4,081
New +$203K
ESAB icon
3420
ESAB
ESAB
$4.53B
$235K ﹤0.01%
2,383
-308
-11% -$29.8K
HBT icon
3421
HBT Financial
HBT
$1.32B
$235K ﹤0.01%
7,338
-171
-2% -$4.92K
JHMD icon
3422
John Hancock Multifactor Developed International ETF
JHMD
$962M
$234K ﹤0.01%
5,279
+77
+1% +$3.43K
ZTO icon
3423
ZTO Express
ZTO
$15.7B
$234K ﹤0.01%
+10,458
New +$249K
MKTX icon
3424
MarketAxess Holdings
MKTX
$5.75B
$234K ﹤0.01%
2,060
-3,776
-65% -$538K
REZI icon
3425
Resideo Technologies
REZI
$2.89B
$234K ﹤0.01%
7,514
-1,752
-19% -$60.3K

Similar funds

HighTower Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, HighTower Advisors held 4,055 positions worth $104B, up 11% from $94.2B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q2 2026 filing shows 259 new, 1,454 increased, 1,905 reduced and 257 closed positions. Its largest new stake was SpaceX: 404,138 shares worth $69.1M. The largest sale was WisdomTree US Quality Growth Fund, an estimated $190M.

By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 48% a quarter earlier, followed by Technology and Financials.

  • HighTower Advisors's largest Q2 2026 buy was SpaceX: 404,138 shares worth $69.1M.
  • HighTower Advisors added most to iShares Core S&P US Growth ETF in Q2 2026, an estimated $181M increase.
  • HighTower Advisors's biggest Q2 2026 reduction was WisdomTree US Quality Growth Fund, cutting an estimated $190M.
  • HighTower Advisors fully exited Invesco Oil & Gas Services ETF in Q2 2026, selling an estimated $27.7M.
  • HighTower Advisors's ten largest holdings make up 19% of its $104B portfolio in Q2 2026.
  • HighTower Advisors opened 259 new positions and closed 257 in Q2 2026.
  • HighTower Advisors's portfolio value rose 11% quarter-over-quarter to $104B.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.