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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 | |
|---|---|---|---|---|---|---|
751
Loews
L
$24.3B
| $13.7M | 0.01% |
128,166
+6,098
| +5% | +$653K |
|
752
NXP Semiconductors
NXPI
$68B
| $13.6M | 0.01% |
69,298
-5,275
| -7% | -$1.17M |
|
|
FITB
753
Fifth Third Bancorp
FITB
$52B
| $13.6M | 0.01% |
293,410
+118,038
| +67% | +$5.82M |
|
754
KKR & Co
KKR
$89.2B
| $13.6M | 0.01% |
147,231
+24,140
| +20% | +$2.54M |
|
755
Aon
AON
$77.3B
| $13.6M | 0.01% |
42,170
+140
| +0.3% | +$46.5K |
|
756
Elbit Systems
ESLT
$38.4B
| $13.6M | 0.01% |
16,081
+7,274
| +83% | +$5.6M |
|
757
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$565M
| $13.6M | 0.01% |
310,863
+2,158
| +0.7% | +$97.2K |
|
758
Public Service Enterprise Group
PEG
$39.8B
| $13.5M | 0.01% |
167,258
-727
| -0.4% | -$59.6K |
|
759
Brixmor Property Group
BRX
$9.95B
| $13.5M | 0.01% |
469,953
-17
| -0% | -$480 |
|
760
ARK Innovation ETF
ARKK
$5.89B
| $13.5M | 0.01% |
199,631
+737
| +0.4% | +$54.7K |
|
761
Blue Owl Capital
OBDC
$5.35B
| $13.5M | 0.01% |
1,218,356
+594,386
| +95% | +$6.98M |
|
762
Paylocity
PCTY
$6.71B
| $13.5M | 0.01% |
124,643
+36,550
| +41% | +$4.49M |
|
763
First Trust Long/Short Equity ETF
FTLS
$2.46B
| $13.4M | 0.01% |
191,074
+33,244
| +21% | +$2.36M |
|
764
Vanguard Communication Services ETF
VOX
$5.53B
| $13.3M | 0.01% |
73,696
-898
| -1% | -$171K |
|
765
Motorola Solutions
MSI
$69.4B
| $13.2M | 0.01% |
30,510
-151
| -0.5% | -$65.4K |
|
766
Boston Scientific
BSX
$65.8B
| $13.2M | 0.01% |
209,968
+37,473
| +22% | +$3M |
|
767
Apollo Global Management
APO
$70.7B
| $13.2M | 0.01% |
118,193
-153,948
| -57% | -$19.1M |
|
768
BP
BP
$113B
| $13.1M | 0.01% |
279,366
-10,157
| -4% | -$398K |
|
769
Nu Holdings
NU
$68.1B
| $13.1M | 0.01% |
911,815
-16,290
| -2% | -$264K |
|
770
BHP
BHP
$213B
| $13.1M | 0.01% |
179,803
-1,249
| -0.7% | -$88.3K |
|
771
Clough Hedged Equity ETF
CBLS
$58.1M
| $13.1M | 0.01% |
455,369
-739
| -0.2% | -$21.9K |
|
772
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.36B
| $13.1M | 0.01% |
136,275
-3,440
| -2% | -$330K |
|
|
EVAC
773
EQV Ventures Acquisition Corp II
EVAC
$598M
| $13.1M | 0.01% |
1,293,765
-81,310
| -6% | -$820K |
|
774
ProShares Ultra S&P500
SSO
$7.82B
| $13M | 0.01% |
250,546
-92,433
| -27% | -$5.28M |
|
775
Ford
F
$57.3B
| $12.9M | 0.01% |
1,121,251
+57,500
| +5% | +$757K |
|
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.