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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $104B Turnover 12.73%
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
+7.77%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$88.1B
AUM Growth
+$8.25B
Cap. Flow
+$2.8B
Cap. Flow %
3.18%
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336
Avg Time Held Equity + Options
4.3 years
Top 10 Avg Time Held Equity + Options
3.7 years
Top 20 Avg Time Held Equity + Options
4.3 years
Avg Time Held Equity only
4.4 years
Top 10 Avg Time Held Equity only
4 years
Top 20 Avg Time Held Equity only
4.3 years

Sector Composition

Rank Sector Weight
1 Miscellaneous 46.7%
2 Technology 13.98%
3 Financials 9.69%
4 Consumer Discretionary 5.72%
5 Healthcare 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow Held Since
BRZE icon
3851
Braze
BRZE
$3.33B
– –
-10,921
Closed -$307K –
BTZ icon
3852
BlackRock Credit Allocation Income Trust
BTZ
$882M
– –
-13,827
Closed -$151K –
BWX icon
3853
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.29B
– –
-17,431
Closed -$409K –
BWZ icon
3854
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$321M
– –
-10,950
Closed -$307K –
CAPR icon
3855
CALL
Capricor Therapeutics
CAPR
$390M
– –
-35,200
Closed -$142K –
CAVA icon
3856
PUT
CAVA Group
CAVA
$6.69B
– –
-9,000
Closed -$2.56K –
CBRL icon
3857
Cracker Barrel
CBRL
$1.54B
– –
-3,337
Closed -$204K –
CCJ icon
3858
CALL
Cameco
CCJ
$35.5B
– –
-52,000
Closed -$1.84M –
CCL icon
3859
PUT
Carnival Corporation Ltd
CCL
$34.8B
– –
-400
Closed -$28 –
CENT icon
3860
Central Garden & Pet Co
CENT
$2.63B
– –
-6,350
Closed -$223K –
CENX icon
3861
Century Aluminum
CENX
$3.47B
– –
-11,759
Closed -$212K –
CERT icon
3862
Certara
CERT
$1.43B
– –
-11,655
Closed -$136K –
CGC icon
3863
CALL
Canopy Growth
CGC
$302M
– –
-3,600
Closed -$1.44K –
CHPT icon
3864
ChargePoint
CHPT
$186M
– –
-685
Closed -$9.64K –
CHT icon
3865
Chunghwa Telecom
CHT
$37B
– –
-4,425
Closed -$206K –
CHWY icon
3866
CALL
Chewy
CHWY
$8.43B
– –
-95,000
Closed -$80.8K –
CHX icon
3867
DELISTED
ChampionX
CHX
– –
-10,309
Closed -$256K –
CLS icon
3868
CALL
Celestica
CLS
$38.3B
– –
-200
Closed -$5.1K –
CLX icon
3869
CALL
Clorox
CLX
$10.5B
– –
-4,000
Closed -$12.6K –
CMBS icon
3870
iShares CMBS ETF
CMBS
$438M
– –
-112,740
Closed -$5.49M –
CME icon
3871
CALL
CME Group
CME
$106B
– –
-500
Closed -$1.39K –
CNS icon
3872
Cohen & Steers
CNS
$3.58B
– –
-2,755
Closed -$208K –
COLD icon
3873
Americold
COLD
$3.95B
– –
-10,535
Closed -$175K –
COLL icon
3874
Collegium Pharmaceutical
COLL
$755M
– –
-10,657
Closed -$315K –
COP icon
3875
CALL
ConocoPhillips
COP
$176B
– –
-1,200
Closed -$17K –

Similar funds

HighTower Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HighTower Advisors held 4,142 positions worth $88.1B, up 10% from $79.8B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors deployed $2.8B of net new capital in Q3 2025, opening 390 new positions and adding to 1,957 existing holdings. Its largest new stake was Lineage Inc: 1,133,643 shares worth $43.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, up from 46% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Truist Financial, an estimated $168M trimmed.

  • HighTower Advisors's largest Q3 2025 buy was Lineage Inc: 1,133,643 shares worth $43.8M.
  • HighTower Advisors added most to Vanguard Morningstar Total Stock Market ETF in Q3 2025, an estimated $147M increase.
  • HighTower Advisors's biggest Q3 2025 reduction was Truist Financial, cutting an estimated $168M.
  • HighTower Advisors fully exited Boeing Co 6.00% Series A Preferred Stock in Q3 2025, selling an estimated $29.1M.
  • HighTower Advisors's ten largest holdings make up 19% of its $88.1B portfolio in Q3 2025.
  • HighTower Advisors opened 390 new positions and closed 336 in Q3 2025.
  • HighTower Advisors's portfolio value rose 10% quarter-over-quarter to $88.1B.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.