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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
ADEA icon
3801
Adeia
ADEA
$2.86B
– –
-11,113
Closed -$192K
AGEN
3802
Agenus
AGEN
$249M
– –
-25,142
Closed -$78.9K
AGRO icon
3803
Adecoagro
AGRO
$1.53B
– –
-13,992
Closed -$111K
AKTX
3804
Akari Therapeutics
AKTX
$15.2M
– –
-1,981
Closed -$22.9K
ALEX
3805
DELISTED
Alexander & Baldwin
ALEX
– –
-20,246
Closed -$418K
APPF icon
3806
AppFolio
APPF
$5.84B
– –
-1,802
Closed -$419K
ATAT icon
3807
Atour Lifestyle Holdings
ATAT
$4.35B
– –
-33,065
Closed -$1.3M
AVDL
3808
DELISTED
Avadel Pharmaceuticals
AVDL
– –
-15,209
Closed -$328K
DCH
3809
Dauch Corp
DCH
$1.3B
– –
-12,806
Closed -$82.1K
AZTA icon
3810
Azenta
AZTA
$1.26B
– –
-9,423
Closed -$313K
BCAB icon
3811
BioAtla
BCAB
$5.59M
– –
-260
Closed -$7.38K
BFK
3812
DELISTED
BlackRock Municipal Income Trust
BFK
– –
-34,992
Closed -$351K
BFST icon
3813
Business First Bancshares
BFST
$1.02B
– –
-10,517
Closed -$275K
BILL icon
3814
BILL Holdings
BILL
$4.33B
– –
-7,370
Closed -$402K
BKCI icon
3815
BNY Mellon Concentrated International ETF
BKCI
$131M
– –
-156,015
Closed -$8.05M
BKN
3816
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
– –
-20,989
Closed -$235K
BLE
3817
DELISTED
BlackRock Municipal Income Trust II
BLE
– –
-46,359
Closed -$484K
BNDD icon
3818
Quadratic Deflation ETF
BNDD
$65.4M
– –
-2,597
Closed -$249K
BWG
3819
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$129M
– –
-10,538
Closed -$88.2K
BXMX
3820
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
– –
-688,353
Closed -$10.1M
BYM
3821
DELISTED
BlackRock Municipal Income Quality Trust
BYM
– –
-20,633
Closed -$226K
CADE
3822
DELISTED
Cadence Bank
CADE
– –
-53,715
Closed -$2.3M
CIVI
3823
DELISTED
Civitas Resources
CIVI
– –
-36,439
Closed -$987K
CLOU icon
3824
Global X Cloud Computing ETF
CLOU
$224M
– –
-9,455
Closed -$214K
CLOZ icon
3825
Panagram BBB-B CLO ETF
CLOZ
$773M
– –
-106,885
Closed -$2.83M
151 152
153
154 155

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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.