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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
+8.61%
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
$79.8B
AUM Growth
+$6.14B
(+8.3%)
Cap. Flow
+$1.59B
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Preformed Line Products
PLPC
|
+$101M |
| 2 |
WisdomTree US Quality Growth Fund
QGRW
|
+$95.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$89.4M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$75.1M |
| 5 |
Meta Platforms (Facebook)
META
|
+$64.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$59.6M |
| 2 |
Clorox
CLX
|
+$49.7M |
| 3 |
Visa
V
|
+$43.7M |
| 4 |
GMO US Quality ETF
QLTY
|
+$40.4M |
| 5 |
SPDR Gold Trust
GLD
|
+$40M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.55% |
| 2 | Financials | 10.31% |
| 3 | Consumer Discretionary | 5.93% |
| 4 | Industrials | 5.06% |
| 5 | Healthcare | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1326
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$67.8M
| $3.08M | ﹤0.01% |
88,427
+28,795
| +48% | +$972K |
|
1327
argenx
ARGX
$55.6B
| $3.07M | ﹤0.01% |
5,577
-1,487
| -21% | -$863K |
|
1328
State Street SPDR NYSE Technology ETF
XNTK
$2.05B
| $3.06M | ﹤0.01% |
12,912
+305
| +2% | +$63.3K |
|
|
TEI
1329
Templeton Emerging Markets Income Fund
TEI
$310M
| $3.06M | ﹤0.01% |
510,540
-33,516
| -6% | -$184K |
|
1330
National Grid
NGG
$81.6B
| $3.06M | ﹤0.01% |
41,749
+8,922
| +27% | +$613K |
|
1331
AltShares Merger Arbitrage ETF
ARB
$102M
| $3.05M | ﹤0.01% |
107,097
+2,517
| +2% | +$71.1K |
|
1332
DT Midstream
DTM
$14.3B
| $3.05M | ﹤0.01% |
27,723
-6,613
| -19% | -$670K |
|
1333
Trimble
TRMB
$13B
| $3.03M | ﹤0.01% |
39,844
-2,741
| -6% | -$184K |
|
1334
Merit Medical Systems
MMSI
$4.54B
| $3.02M | ﹤0.01% |
32,347
-23,818
| -42% | -$2.26M |
|
1335
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$141M
| $3.02M | ﹤0.01% |
109,608
+4,992
| +5% | +$129K |
|
1336
Regency Centers
REG
$15.1B
| $3M | ﹤0.01% |
42,128
-1,519
| -3% | -$109K |
|
1337
Conagra Brands
CAG
$7.29B
| $2.99M | ﹤0.01% |
145,896
-7,160
| -5% | -$168K |
|
1338
Avantis Responsible US Equity ETF
AVSU
$469M
| $2.99M | ﹤0.01% |
43,523
-5,158
| -11% | -$328K |
|
1339
Willis Towers Watson
WTW
$28.6B
| $2.98M | ﹤0.01% |
9,724
-1,079
| -10% | -$335K |
|
1340
Sensient Technologies
SXT
$5.32B
| $2.98M | ﹤0.01% |
30,215
+94
| +0.3% | +$8.41K |
|
|
SGI
1341
Somnigroup International
SGI
$15.3B
| $2.98M | ﹤0.01% |
43,742
+2,464
| +6% | +$155K |
|
1342
Commerce Bancshares
CBSH
$8.49B
| $2.97M | ﹤0.01% |
50,234
+30,012
| +148% | +$1.76M |
|
|
GMOV
1343
GMO US Value ETF
GMOV
$100M
| $2.97M | ﹤0.01% |
117,557
+12,139
| +12% | +$290K |
|
1344
EXL Service
EXLS
$4.36B
| $2.97M | ﹤0.01% |
67,832
+1,663
| +3% | +$76K |
|
1345
Franklin Resources
BEN
$17.3B
| $2.97M | ﹤0.01% |
124,419
+1,139
| +0.9% | +$23.5K |
|
1346
CNA Financial
CNA
$14.7B
| $2.96M | ﹤0.01% |
63,705
+3,065
| +5% | +$145K |
|
1347
Fidelity Enhanced International ETF
FENI
$10.7B
| $2.96M | ﹤0.01% |
89,038
+60,915
| +217% | +$1.9M |
|
1348
KeyCorp
KEY
$24.1B
| $2.96M | ﹤0.01% |
169,881
-8,187
| -5% | -$127K |
|
1349
Magna International
MGA
$18.3B
| $2.96M | ﹤0.01% |
76,552
+17,905
| +31% | +$632K |
|
|
CMA
1350
DELISTED
Comerica
CMA
| $2.95M | ﹤0.01% |
49,489
+1,082
| +2% | +$60.4K |
|
Similar funds
HighTower Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, HighTower Advisors held 4,055 positions worth $79.8B, up 8.3% from $73.7B the previous quarter. Its ten largest holdings account for 18% of the portfolio.
HighTower Advisors's Q2 2025 filing shows 333 new, 1,586 increased, 1,641 reduced and 303 closed positions. Its largest new stake was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M. The largest sale was UnitedHealth, an estimated $59.6M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.
- HighTower Advisors's largest Q2 2025 buy was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M.
- HighTower Advisors added most to Preformed Line Products in Q2 2025, an estimated $101M increase.
- HighTower Advisors's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $59.6M.
- HighTower Advisors fully exited Simplify US Equity PLUS Downside Convexity ETF in Q2 2025, selling an estimated $14.5M.
- HighTower Advisors's ten largest holdings make up 18% of its $79.8B portfolio in Q2 2025.
- HighTower Advisors opened 333 new positions and closed 303 in Q2 2025.
- HighTower Advisors's portfolio value rose 8.3% quarter-over-quarter to $79.8B.
Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.