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HighTower Advisors

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
Cap. Flow
+$3.88B
Cap. Flow %
4.12%
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194

Top Buys

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$1.52B
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$541M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$338M
4
AAPL icon
Apple
AAPL
+$199M
5
NVDA icon
NVIDIA
NVDA
+$92.2M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$129M
2
EXAS
Exact Sciences
EXAS
+$125M
3
HYD icon
VanEck High Yield Muni ETF
HYD
+$94.7M
4
TER icon
Teradyne
TER
+$67.3M
5
ORCL icon
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
ENSG icon
1151
The Ensign Group
ENSG
$10.1B
$5.59M 0.01%
27,694
+288
+1% +$56.3K
IVOV icon
1152
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.34B
$5.59M 0.01%
54,796
-692
-1% -$72.8K
HE icon
1153
Hawaiian Electric Industries
HE
$2.33B
$5.55M 0.01%
373,758
+295,567
+378% +$4.47M
FTI icon
1154
TechnipFMC
FTI
$30.6B
$5.52M 0.01%
79,787
+32,955
+70% +$1.98M
GIGB icon
1155
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$957M
$5.48M 0.01%
119,576
+8,894
+8% +$412K
VIGI icon
1156
Vanguard International Dividend Appreciation ETF
VIGI
$8.89B
$5.47M 0.01%
61,829
+5,975
+11% +$551K
TAFL icon
1157
AB Tax-Aware Long Municipal ETF
TAFL
$62M
$5.47M 0.01%
219,677
+61,550
+39% +$1.54M
BSMR icon
1158
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$344M
$5.46M 0.01%
230,738
+71,206
+45% +$1.69M
DBB icon
1159
Invesco DB Base Metals Fund
DBB
$306M
$5.45M 0.01%
231,703
-14,339
-6% -$342K
RBC icon
1160
RBC Bearings
RBC
$18.8B
$5.44M 0.01%
10,014
-608
-6% -$323K
EA icon
1161
Electronic Arts
EA
$52.4B
$5.42M 0.01%
26,594
-2,052
-7% -$414K
SMFG icon
1162
Sumitomo Mitsui Financial
SMFG
$166B
$5.41M 0.01%
273,754
-604
-0.2% -$12.7K
OACC
1163
Oaktree Acquisition Corp III Life Sciences
OACC
$5.4M 0.01%
510,836
-116,193
-19% -$1.24M
UBS icon
1164
UBS Group
UBS
$170B
$5.39M 0.01%
138,003
+3,364
+2% +$144K
BMAR icon
1165
Innovator US Equity Buffer ETF March
BMAR
$248M
$5.38M 0.01%
102,528
+2,183
+2% +$117K
AINP
1166
Allspring Income Plus ETF
AINP
$217M
$5.38M 0.01%
+216,260
New +$5.45M
PZT icon
1167
Invesco New York AMT-Free Municipal Bond ETF
PZT
$137M
$5.34M 0.01%
241,844
-86,808
-26% -$1.94M
KYN icon
1168
Kayne Anderson Energy Infrastructure Fund
KYN
$2.52B
$5.33M 0.01%
373,409
+49,775
+15% +$669K
PICK icon
1169
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.19B
$5.25M 0.01%
92,836
+1,494
+2% +$86.9K
BLBD icon
1170
Blue Bird Corp
BLBD
$2.41B
$5.22M 0.01%
91,853
+8,345
+10% +$450K
AEIS icon
1171
Advanced Energy
AEIS
$12.2B
$5.21M 0.01%
16,137
-618
-4% -$179K
FERG icon
1172
Ferguson
FERG
$44.7B
$5.2M 0.01%
22,311
+838
+4% +$204K
DTM icon
1173
DT Midstream
DTM
$14.9B
$5.18M 0.01%
38,448
+5,847
+18% +$763K
GSST icon
1174
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.55B
$5.16M 0.01%
102,101
-37,406
-27% -$1.89M
PRFZ icon
1175
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.75B
$5.16M 0.01%
112,388
-4,800
-4% -$229K
45 46
47
48 49

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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.