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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 | |
|---|---|---|---|---|---|---|
451
Vanguard Russell 1000 ETF
VONE
$8.19B
| $35.1M | 0.04% |
118,906
-70
| -0.1% | -$21.6K |
|
452
Alnylam Pharmaceuticals
ALNY
$36.3B
| $35M | 0.04% |
105,859
-632
| -0.6% | -$215K |
|
453
Vanguard Large-Cap ETF
VV
$51.9B
| $34.9M | 0.04% |
116,651
+2,642
| +2% | +$827K |
|
454
Dimensional Emerging Markets Value ETF
DFEV
$1.93B
| $34.2M | 0.04% |
954,524
+21,842
| +2% | +$796K |
|
455
Invesco Global Clean Energy ETF
PBD
$186M
| $34.1M | 0.04% |
1,899,787
-18,146
| -0.9% | -$322K |
|
456
Intuit
INTU
$81.1B
| $33.7M | 0.04% |
77,998
+10,046
| +15% | +$4.79M |
|
457
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
| $33.6M | 0.04% |
510,997
+40,459
| +9% | +$2.72M |
|
458
Intel
INTC
$464B
| $33.4M | 0.04% |
756,455
-118,619
| -14% | -$5.44M |
|
459
American Tower
AMT
$77.7B
| $33.4M | 0.04% |
193,323
+19,788
| +11% | +$3.56M |
|
460
Hartford Total Return Bond ETF
HTRB
$2.22B
| $33.2M | 0.04% |
984,886
-215,035
| -18% | -$7.35M |
|
461
HUB Group
HUBG
$3.01B
| $33.2M | 0.04% |
919,908
+92,646
| +11% | +$3.91M |
|
462
iShares Core US REIT ETF
USRT
$4.74B
| $33.1M | 0.04% |
558,811
-5,349
| -0.9% | -$321K |
|
463
Enbridge
ENB
$124B
| $33.1M | 0.04% |
610,943
-1,675
| -0.3% | -$85.3K |
|
464
iShares Global REIT ETF
REET
$5.12B
| $32.9M | 0.03% |
1,308,833
+59,083
| +5% | +$1.53M |
|
465
Vanguard Mid-Cap Growth ETF
VOT
$19B
| $32.9M | 0.03% |
127,826
-5,747
| -4% | -$1.58M |
|
466
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.05B
| $32.6M | 0.03% |
625,140
+49,730
| +9% | +$2.62M |
|
467
Grayscale Bitcoin Trust
GBTC
$9.64B
| $32.4M | 0.03% |
614,073
-6,290
| -1% | -$375K |
|
468
Graco
GGG
$12.9B
| $32.4M | 0.03% |
382,475
-14,352
| -4% | -$1.27M |
|
469
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.56B
| $32.4M | 0.03% |
588,955
+38,759
| +7% | +$2.21M |
|
|
470
VanEck High Yield Muni ETF
HYD
$4.44B
| $32.1M | 0.03% |
640,644
-1,858,783
| -74% | -$94.7M |
|
471
Eaton Vance Total Return Bond ETF
EVTR
$5.6B
| $32.1M | 0.03% |
632,289
+137,332
| +28% | +$7.08M |
|
472
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
| $32.1M | 0.03% |
286,061
+3,399
| +1% | +$402K |
|
473
Vertiv
VRT
$112B
| $32M | 0.03% |
127,810
+13,209
| +12% | +$2.93M |
|
474
Ulta Beauty
ULTA
$20.4B
| $32M | 0.03% |
61,178
-2,469
| -4% | -$1.57M |
|
475
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
| – | – |
-1,396,686
| Closed | -$33.8M |
|
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.