We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
801
Hubbell
HUBB
$25.7B
| $12.2M | 0.01% |
24,863
+398
| +2% | +$196K |
|
802
VanEck Junior Gold Miners ETF
GDXJ
$7.06B
| $12.1M | 0.01% |
101,185
-26,866
| -21% | -$3.51M |
|
803
Diamondback Energy
FANG
$57.6B
| $12.1M | 0.01% |
60,958
-8,244
| -12% | -$1.4M |
|
|
CEPF
804
Cantor Equity Partners IV
CEPF
$600M
| $12.1M | 0.01% |
1,182,550
-157,044
| -12% | -$1.63M |
|
805
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.36B
| $12M | 0.01% |
1,066,957
-629
| -0.1% | -$7.32K |
|
806
Mid-America Apartment Communities
MAA
$15.6B
| $12M | 0.01% |
98,110
+1,809
| +2% | +$239K |
|
807
iShares Biotechnology ETF
IBB
$9.31B
| $12M | 0.01% |
70,904
+385
| +0.5% | +$65.8K |
|
808
Global X Artificial Intelligence & Technology ETF
AIQ
$9.23B
| $11.9M | 0.01% |
254,640
-25,676
| -9% | -$1.29M |
|
809
Mercado Libre
MELI
$91.3B
| $11.8M | 0.01% |
6,850
-655
| -9% | -$1.26M |
|
810
Edwards Lifesciences
EW
$47.6B
| $11.8M | 0.01% |
147,384
+6,058
| +4% | +$499K |
|
811
Quest Diagnostics
DGX
$25.1B
| $11.8M | 0.01% |
60,014
+18,667
| +45% | +$3.63M |
|
812
iShares International Equity Factor ETF
INTF
$3.54B
| $11.8M | 0.01% |
301,640
+7,633
| +3% | +$302K |
|
813
iShares Global Infrastructure ETF
IGF
$11B
| $11.7M | 0.01% |
174,506
+10,882
| +7% | +$714K |
|
814
NRG Energy
NRG
$29.8B
| $11.6M | 0.01% |
79,472
+9,869
| +14% | +$1.55M |
|
|
BCSS
815
Bain Capital GSS Investment Corp
BCSS
$597M
| $11.5M | 0.01% |
1,138,966
-46,783
| -4% | -$475K |
|
816
MetLife
MET
$61B
| $11.4M | 0.01% |
161,633
+21,898
| +16% | +$1.64M |
|
817
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
| $11.4M | 0.01% |
86,469
+2,732
| +3% | +$379K |
|
818
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
| $11.4M | 0.01% |
431,867
+175,212
| +68% | +$4.67M |
|
819
Carlisle Companies
CSL
$13.6B
| $11.3M | 0.01% |
33,934
+3,523
| +12% | +$1.28M |
|
820
Robinhood
HOOD
$85.2B
| $11.3M | 0.01% |
163,317
+27,646
| +20% | +$2.43M |
|
821
iShares Global Materials ETF
MXI
$338M
| $11.3M | 0.01% |
106,554
+661
| +0.6% | +$70.8K |
|
822
Jabil
JBL
$32.8B
| $11.3M | 0.01% |
42,555
-7,676
| -15% | -$1.93M |
|
823
iShares MSCI United Kingdom ETF
EWU
$4.04B
| $11.3M | 0.01% |
247,855
-51,026
| -17% | -$2.35M |
|
824
Steel Dynamics
STLD
$35.6B
| $11.3M | 0.01% |
62,721
-464
| -0.7% | -$84.5K |
|
825
iShares MSCI UAE ETF
UAE
$306M
| $11.3M | 0.01% |
605,120
+141,222
| +30% | +$2.82M |
|
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.