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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
+0.53%
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
(+3%)
Cap. Flow
+$3.88B
Cap. Flow
% of AUM
4.12%
Top 10 Holdings %
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$1.52B |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$541M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$338M |
| 4 |
Apple
AAPL
|
+$199M |
| 5 |
NVIDIA
NVDA
|
+$92.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$129M |
| 2 |
EXAS
Exact Sciences
EXAS
|
+$125M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
+$94.7M |
| 4 |
Teradyne
TER
|
+$67.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
3651
Sprinklr
CXM
$1.33B
| $91.3K | ﹤0.01% |
+15,221
| New | +$94.4K |
|
3652
TMC The Metals Company
TMC
$1.59B
| $91.1K | ﹤0.01% |
19,506
-22,546
| -54% | -$145K |
|
|
PCQ
3653
Pimco California Municipal Income Fund
PCQ
$162M
| $90.6K | ﹤0.01% |
10,566
+9
| +0.1% | +$80 |
|
|
DHF
3654
BNY Mellon High Yield Strategies Fund
DHF
$171M
| $87.3K | ﹤0.01% |
35,768
-5,551
| -13% | -$13.7K |
|
3655
Sera Prognostics
SERA
$80.3M
| $85.7K | ﹤0.01% |
42,234
| – | – |
|
|
SERV
3656
Serve Robotics
SERV
$409M
| $84.5K | ﹤0.01% |
10,016
-1,492
| -13% | -$16.1K |
|
3657
Rockwell Medical
RMTI
$26.2M
| $83.5K | ﹤0.01% |
9,352
| – | – |
|
3658
Perspective Therapeutics
CATX
$332M
| $83.5K | ﹤0.01% |
20,027
-16,855
| -46% | -$71.2K |
|
|
SLI
3659
Standard Lithium
SLI
$517M
| $82.6K | ﹤0.01% |
24,232
| – | – |
|
3660
Westrock Coffee
WEST
$741M
| $82.5K | ﹤0.01% |
19,400
+219
| +1% | +$978 |
|
|
UDMY
3661
DELISTED
Udemy
UDMY
| $81.4K | ﹤0.01% |
17,622
+1,842
| +12% | +$9.09K |
|
|
ASG
3662
Liberty All-Star Growth Fund
ASG
$323M
| $80.8K | ﹤0.01% |
17,010
-3,384
| -17% | -$17.4K |
|
|
SBI
3663
Western Asset Intermediate Muni Fund
SBI
$109M
| $80.1K | ﹤0.01% |
10,430
-4,223
| -29% | -$33.1K |
|
3664
Invesco Senior Income Trust
VVR
$456M
| $79.3K | ﹤0.01% |
24,625
-34,645
| -58% | -$111K |
|
3665
Orchestra BioMed
OBIO
$224M
| $77.7K | ﹤0.01% |
18,275
| – | – |
|
3666
Richtech Robotics
RR
$347M
| $77.1K | ﹤0.01% |
36,911
+6,567
| +22% | +$20.2K |
|
3667
Teladoc Health
TDOC
$1.58B
| $75.8K | ﹤0.01% |
13,915
-4,732
| -25% | -$26.6K |
|
3668
DiaMedica Therapeutics
DMAC
$363M
| $74.5K | ﹤0.01% |
+10,999
| New | +$87.2K |
|
3669
Butterfly Network
BFLY
$1.72B
| $74K | ﹤0.01% |
18,320
-2,983
| -14% | -$11.5K |
|
3670
Atomera
ATOM
$201M
| $73.8K | ﹤0.01% |
+19,371
| New | +$73K |
|
3671
United-Guardian
UG
$35M
| $72.9K | ﹤0.01% |
11,000
| – | – |
|
3672
Recursion Pharmaceuticals
RXRX
$1.57B
| $72.7K | ﹤0.01% |
23,679
-2,349
| -9% | -$9.08K |
|
3673
Hertz
HTZ
$572M
| $72.5K | ﹤0.01% |
15,717
-6,487
| -29% | -$31.4K |
|
3674
Ironwood Pharmaceuticals
IRWD
$611M
| $69.9K | ﹤0.01% |
19,920
+3,770
| +23% | +$15.5K |
|
|
ASM
3675
Avino Silver & Gold Mines
ASM
$987M
| $69.2K | ﹤0.01% |
+10,957
| New | +$87.6K |
|
Similar funds
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.