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 | |
|---|---|---|---|---|---|---|
1376
Darden Restaurants
DRI
$22.5B
| $3.6M | ﹤0.01% |
18,384
+784
| +4% | +$161K |
|
1377
Alliant Energy
LNT
$19.4B
| $3.59M | ﹤0.01% |
49,984
+4,538
| +10% | +$313K |
|
1378
CBRE Group
CBRE
$40.8B
| $3.58M | ﹤0.01% |
26,403
+3,768
| +17% | +$573K |
|
1379
W.P. Carey
WPC
$17.1B
| $3.57M | ﹤0.01% |
52,589
+3,049
| +6% | +$214K |
|
1380
Verisk Analytics
VRSK
$26.4B
| $3.56M | ﹤0.01% |
18,780
-915
| -5% | -$186K |
|
1381
Old Dominion Freight Line
ODFL
$48.5B
| $3.55M | ﹤0.01% |
18,188
+1,725
| +10% | +$322K |
|
|
GMOV
1382
GMO US Value ETF
GMOV
$106M
| $3.55M | ﹤0.01% |
126,214
+3,104
| +3% | +$88.5K |
|
1383
Western Midstream Partners
WES
$19.6B
| $3.54M | ﹤0.01% |
86,042
+8,313
| +11% | +$344K |
|
1384
BridgeBio Pharma
BBIO
$16.5B
| $3.54M | ﹤0.01% |
47,624
-44,362
| -48% | -$3.22M |
|
1385
FT Vest US Equity Buffer ETF January
FJAN
$1.41B
| $3.53M | ﹤0.01% |
70,100
+33,275
| +90% | +$1.72M |
|
1386
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$432M
| $3.52M | ﹤0.01% |
18,102
-1,637
| -8% | -$324K |
|
1387
Innovator US Equity Buffer ETF September
BSEP
$215M
| $3.49M | ﹤0.01% |
72,667
| – | – |
|
1388
Workday
WDAY
$33.4B
| $3.49M | ﹤0.01% |
26,871
-782
| -3% | -$124K |
|
1389
Bright Horizons
BFAM
$3.99B
| $3.48M | ﹤0.01% |
42,414
+1,747
| +4% | +$147K |
|
1390
Oaktree Specialty Lending
OCSL
$1.03B
| $3.48M | ﹤0.01% |
308,187
+127,013
| +70% | +$1.52M |
|
1391
Federal Realty Investment Trust
FRT
$10.9B
| $3.48M | ﹤0.01% |
32,764
+310
| +1% | +$32.4K |
|
1392
iShares International Small Cap Equity Factor ETF
ISCF
$651M
| $3.47M | ﹤0.01% |
83,128
-4,768
| -5% | -$207K |
|
1393
Northern Trust
NTRS
$22.2B
| $3.45M | ﹤0.01% |
24,732
+371
| +2% | +$53.4K |
|
1394
ProShares Short Russell2000
RWM
$122M
| $3.45M | ﹤0.01% |
+212,535
| New | +$3.33M |
|
1395
Vert Global Sustainable Real Estate ETF
VGSR
$548M
| $3.45M | ﹤0.01% |
333,587
-14,274
| -4% | -$154K |
|
1396
lululemon athletica
LULU
$13B
| $3.45M | ﹤0.01% |
22,505
-1,870
| -8% | -$335K |
|
|
JMTG
1397
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.7B
| $3.45M | ﹤0.01% |
67,560
+3,000
| +5% | +$154K |
|
1398
iShares MSCI Netherlands ETF
EWN
$562M
| $3.44M | ﹤0.01% |
59,892
-7,914
| -12% | -$480K |
|
1399
Invesco Water Resources ETF
PHO
$1.97B
| $3.44M | ﹤0.01% |
51,399
+2,218
| +5% | +$158K |
|
1400
Lincoln Electric
LECO
$13.8B
| $3.43M | ﹤0.01% |
13,784
+1,202
| +10% | +$322K |
|
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.