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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
RGEN icon
3451
Repligen
RGEN
$7.44B
$207K ﹤0.01%
1,759
-1,677
-49% -$234K
RXO icon
3452
RXO
RXO
$4.23B
$207K ﹤0.01%
+14,176
New +$208K
SIMS icon
3453
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.3M
$207K ﹤0.01%
4,924
– –
GTLB icon
3454
GitLab
GTLB
$5.28B
$207K ﹤0.01%
9,564
-27,056
-74% -$790K
PBW icon
3455
Invesco WilderHill Clean Energy ETF
PBW
$390M
$207K ﹤0.01%
6,540
-811,510
-99% -$27.1M
AGZD icon
3456
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$128M
$207K ﹤0.01%
9,161
-697
-7% -$15.7K
CVLT icon
3457
Commault Systems
CVLT
$5.89B
$206K ﹤0.01%
+2,647
New +$251K
IIPR icon
3458
Innovative Industrial Properties
IIPR
$1.78B
$206K ﹤0.01%
+4,105
New +$207K
PRLB icon
3459
Protolabs
PRLB
$1.86B
$206K ﹤0.01%
+3,611
New +$210K
IMNM icon
3460
Immunome
IMNM
$2.52B
$206K ﹤0.01%
9,403
-1,628
-15% -$36.2K
DFIP icon
3461
Dimensional Inflation-Protected Securities ETF
DFIP
$1.1B
$206K ﹤0.01%
+4,926
New +$206K
AEO icon
3462
American Eagle Outfitters
AEO
$2.85B
$205K ﹤0.01%
12,285
+4,580
+59% +$103K
OPFI icon
3463
OppFi
OPFI
$770M
$205K ﹤0.01%
26,604
-1,496
-5% -$13.7K
CRMD icon
3464
CorMedix
CRMD
$617M
$205K ﹤0.01%
30,179
-1,176
-4% -$8.69K
BRW
3465
Saba Capital Income & Opportunities Fund
BRW
$338M
$205K ﹤0.01%
30,393
-2,992
-9% -$19.9K
TRU icon
3466
TransUnion
TRU
$14.8B
$204K ﹤0.01%
2,955
-5,517
-65% -$422K
VICR icon
3467
Vicor
VICR
$9.62B
$204K ﹤0.01%
+1,268
New +$210K
SPRY icon
3468
ARS Pharmaceuticals
SPRY
$590M
$204K ﹤0.01%
25,413
-1,116
-4% -$10.7K
EMPB
3469
Efficient Market Portfolio Plus ETF
EMPB
$23.8M
$204K ﹤0.01%
6,982
-108
-2% -$3.15K
PSK icon
3470
State Street SPDR ICE Preferred Securities ETF
PSK
$693M
$204K ﹤0.01%
+6,606
New +$211K
BNDS
3471
Infrastructure Capital Bond Income ETF
BNDS
$84.3M
$204K ﹤0.01%
4,100
– –
PLUG icon
3472
Plug Power
PLUG
$2.92B
$203K ﹤0.01%
89,771
-49,213
-35% -$107K
CON
3473
Concentra Group Holdings
CON
$4.04B
$202K ﹤0.01%
+9,434
New +$210K
CSBR icon
3474
Champions Oncology
CSBR
$85.1M
$202K ﹤0.01%
35,158
– –
USAR
3475
USA Rare Earth Inc
USAR
$3.46B
$202K ﹤0.01%
+13,351
New +$259K
137 138
139
140 141

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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.