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HighTower Advisors Portfolio holdings
AUM
$103B
1-Year Est. Return
28.65%
This Fund
S&P 500
This Quarter
Est. Return
+7.77%
1 Year Est. Return
+28.65%
3 Year Est. Return
+80.56%
5 Year Est. Return
+97.2%
10 Year Est. Return
+384.82%
AUM
$88.1B
AUM Growth
+$8.25B
(+10%)
Cap. Flow
+$3.57B
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
18.65%
Holding
4,142
New
390
Increased
1,957
Reduced
1,267
Closed
336
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$147M |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$111M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$102M |
| 4 |
PepsiCo
PEP
|
+$76.6M |
| 5 |
WisdomTree US Quality Growth Fund
QGRW
|
+$72.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Truist Financial
TFC
|
+$168M |
| 2 |
General Motors
GM
|
+$93.5M |
| 3 |
SharkNinja
SN
|
+$82M |
| 4 |
Hartford Municipal Opportunities ETF
HMOP
|
+$38.7M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$35.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.98% |
| 2 | Financials | 9.69% |
| 3 | Consumer Discretionary | 5.72% |
| 4 | Healthcare | 4.97% |
| 5 | Industrials | 4.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Nordson
NDSN
$17.2B
| $7.78M | 0.01% |
34,270
-26,677
| -44% | -$5.88M |
|
952
Agnico Eagle Mines
AEM
$91.4B
| $7.77M | 0.01% |
46,120
-6,100
| -12% | -$838K |
|
953
Franklin FTSE South Korea ETF
FLKR
$1.41B
| $7.77M | 0.01% |
288,012
-9,738
| -3% | -$246K |
|
954
Quest Diagnostics
DGX
$26.2B
| $7.77M | 0.01% |
40,750
+1,814
| +5% | +$322K |
|
955
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
| $7.77M | 0.01% |
91,543
-13,670
| -13% | -$1.15M |
|
956
Royalty Pharma
RPRX
$25.8B
| $7.76M | 0.01% |
219,956
+13,842
| +7% | +$501K |
|
957
BNY Mellon Concentrated International ETF
BKCI
$135M
| $7.73M | 0.01% |
150,072
+9,254
| +7% | +$472K |
|
958
iShares MSCI Australia ETF
EWA
$1.47B
| $7.72M | 0.01% |
286,030
+18,900
| +7% | +$504K |
|
959
W.W. Grainger
GWW
$61.1B
| $7.69M | 0.01% |
8,069
+102
| +1% | +$102K |
|
960
State Street SPDR S&P Biotech ETF
XBI
$10.4B
| $7.67M | 0.01% |
76,585
+395
| +0.5% | +$35.6K |
|
961
Materion
MTRN
$5.83B
| $7.66M | 0.01% |
63,421
+2,227
| +4% | +$234K |
|
962
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$364M
| $7.61M | 0.01% |
185,076
-609
| -0.3% | -$24.4K |
|
963
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$133M
| $7.6M | 0.01% |
218,581
+3,846
| +2% | +$131K |
|
964
CMS Energy
CMS
$21.7B
| $7.6M | 0.01% |
103,766
+2,832
| +3% | +$203K |
|
965
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.07B
| $7.6M | 0.01% |
835,031
+3,462
| +0.4% | +$30.7K |
|
966
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.69B
| $7.58M | 0.01% |
293,291
+10,893
| +4% | +$275K |
|
967
PPG Industries
PPG
$25.7B
| $7.55M | 0.01% |
71,840
-8,985
| -11% | -$999K |
|
968
Celestica
CLS
$39.7B
| $7.55M | 0.01% |
30,626
-5,152
| -14% | -$1.04M |
|
969
Invesco S&P MidCap Momentum ETF
XMMO
$7.52B
| $7.51M | 0.01% |
55,484
-20,889
| -27% | -$2.75M |
|
970
iShares Biotechnology ETF
IBB
$9.82B
| $7.51M | 0.01% |
52,040
+333
| +0.6% | +$45.5K |
|
971
Arch Capital
ACGL
$33.5B
| $7.48M | 0.01% |
82,458
+2,851
| +4% | +$256K |
|
972
Hewlett Packard
HPE
$72.4B
| $7.43M | 0.01% |
302,717
+8,711
| +3% | +$193K |
|
973
Mitsubishi UFJ Financial
MUFG
$251B
| $7.43M | 0.01% |
466,288
+19,108
| +4% | +$283K |
|
974
Burford Capital
BUR
$940M
| $7.41M | 0.01% |
619,171
+13,554
| +2% | +$181K |
|
975
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
| $7.36M | 0.01% |
376,116
+12,136
| +3% | +$237K |
|
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 $3.57B 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 Technology at 14% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
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.