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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
-0.3%
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
$73.7B
AUM Growth
+$559M
(+0.76%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$147M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$144M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$86.4M |
| 4 |
Vanguard Value ETF
VTV
|
+$82.3M |
| 5 |
LyondellBasell Industries
LYB
|
+$76.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$90M |
| 2 |
ExxonMobil
XOM
|
+$78M |
| 3 |
Amazon
AMZN
|
+$73.8M |
| 4 |
IBM
IBM
|
+$55.8M |
| 5 |
General Motors
GM
|
+$51.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.32% |
| 2 | Financials | 10.91% |
| 3 | Consumer Discretionary | 6.07% |
| 4 | Healthcare | 5.9% |
| 5 | Industrials | 4.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Cardinal Health
CAH
$53.4B
| $10.3M | 0.01% |
75,078
-8,922
| -11% | -$1.14M |
|
752
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.93B
| $10.3M | 0.01% |
231,588
+107,996
| +87% | +$5.2M |
|
753
Clough Hedged Equity ETF
CBLS
$58.1M
| $10.3M | 0.01% |
+394,466
| New | +$10.7M |
|
754
Edwards Lifesciences
EW
$47.6B
| $10.3M | 0.01% |
141,830
+2,206
| +2% | +$158K |
|
755
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
| $10.3M | 0.01% |
182,689
+8,734
| +5% | +$526K |
|
756
Ford
F
$57.3B
| $10.3M | 0.01% |
1,022,153
+67,222
| +7% | +$657K |
|
757
Yum! Brands
YUM
$41B
| $10.2M | 0.01% |
65,017
+2,102
| +3% | +$303K |
|
758
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
| $10.2M | 0.01% |
185,708
-3,203
| -2% | -$190K |
|
759
SBA Communications
SBAC
$18.4B
| $10.1M | 0.01% |
45,820
-807
| -2% | -$169K |
|
760
Cognizant
CTSH
$21.5B
| $10.1M | 0.01% |
131,691
-51,974
| -28% | -$4.23M |
|
|
EVSD
761
Eaton Vance Short Duration Income ETF
EVSD
$1.34B
| $10M | 0.01% |
+197,557
| New | +$10M |
|
762
Rambus
RMBS
$10.4B
| $10M | 0.01% |
193,544
-43,673
| -18% | -$2.57M |
|
763
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
| $10M | 0.01% |
391,863
-482,950
| -55% | -$12.2M |
|
764
KBR
KBR
$4.68B
| $10M | 0.01% |
200,771
-117,215
| -37% | -$6.25M |
|
765
iShares MSCI United Kingdom ETF
EWU
$4.04B
| $10M | 0.01% |
266,887
-78,267
| -23% | -$2.83M |
|
766
Steel Dynamics
STLD
$35.6B
| $9.99M | 0.01% |
79,907
-9,010
| -10% | -$1.14M |
|
767
Charter Communications
CHTR
$14.7B
| $9.99M | 0.01% |
27,116
-1,855
| -6% | -$664K |
|
768
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$404M
| $9.99M | 0.01% |
145,902
-5,657
| -4% | -$380K |
|
769
Nordson
NDSN
$16.5B
| $9.99M | 0.01% |
49,537
+986
| +2% | +$209K |
|
770
Cambria Shareholder Yield ETF
SYLD
$982M
| $9.95M | 0.01% |
155,951
+20,707
| +15% | +$1.4M |
|
771
Diageo
DEO
$46.2B
| $9.91M | 0.01% |
94,584
+640
| +0.7% | +$72.3K |
|
772
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.47B
| $9.9M | 0.01% |
76,478
+56,014
| +274% | +$6.72M |
|
773
M&T Bank
MTB
$36.2B
| $9.89M | 0.01% |
55,343
+1,864
| +3% | +$354K |
|
774
iShares Short Maturity Bond ETF
NEAR
$4.8B
| $9.86M | 0.01% |
193,844
-33,440
| -15% | -$1.69M |
|
775
KKR & Co
KKR
$89.2B
| $9.85M | 0.01% |
85,195
-9,587
| -10% | -$1.32M |
|
Similar funds
HighTower Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, HighTower Advisors held 4,123 positions worth $73.7B, up 0.76% from $73.1B the previous quarter. Its ten largest holdings account for 18% of the portfolio.
HighTower Advisors's Q1 2025 filing shows 342 new, 1,586 increased, 1,609 reduced and 399 closed positions. Its largest new stake was iShares iBonds Dec 2027 Term Corporate ETF: 1,400,628 shares worth $33.9M. The largest sale was Apple, an estimated $90M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
- HighTower Advisors's largest Q1 2025 buy was iShares iBonds Dec 2027 Term Corporate ETF: 1,400,628 shares worth $33.9M.
- HighTower Advisors added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $147M increase.
- HighTower Advisors's biggest Q1 2025 reduction was Apple, cutting an estimated $90M.
- HighTower Advisors fully exited Independent Bank Group, Inc. in Q1 2025, selling an estimated $15M.
- HighTower Advisors's ten largest holdings make up 18% of its $73.7B portfolio in Q1 2025.
- HighTower Advisors opened 342 new positions and closed 399 in Q1 2025.
- HighTower Advisors's portfolio value rose 0.76% quarter-over-quarter to $73.7B.
Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.