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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
+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 | |
|---|---|---|---|---|---|---|
|
ALUB
1501
Alussa Energy Acquisition Corp II
ALUB
| $2.91M | ﹤0.01% |
+291,894
| New | +$2.92M |
|
1502
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.03B
| $2.91M | ﹤0.01% |
72,610
+51,524
| +244% | +$2.14M |
|
1503
Invesco Senior Loan ETF
BKLN
$7.1B
| $2.91M | ﹤0.01% |
142,482
+1,136
| +0.8% | +$23.5K |
|
1504
American Century Diversified Municipal Bond ETF
TAXF
$667M
| $2.9M | ﹤0.01% |
58,005
+4,203
| +8% | +$213K |
|
1505
United Therapeutics
UTHR
$26.3B
| $2.9M | ﹤0.01% |
4,894
+894
| +22% | +$445K |
|
1506
Bitwise Bitcoin ETF
BITB
$2.46B
| $2.9M | ﹤0.01% |
78,764
-128,343
| -62% | -$5.32M |
|
1507
iShares Emerging Markets Equity Factor ETF
EMGF
$1.8B
| $2.9M | ﹤0.01% |
47,967
-781
| -2% | -$48.7K |
|
1508
United Airlines
UAL
$38.4B
| $2.89M | ﹤0.01% |
31,399
+6,805
| +28% | +$713K |
|
1509
iShares MSCI Sweden ETF
EWD
$522M
| $2.89M | ﹤0.01% |
59,261
-7,000
| -11% | -$360K |
|
1510
ESCO Technologies
ESE
$8.49B
| $2.88M | ﹤0.01% |
10,245
+1,593
| +18% | +$402K |
|
1511
Invesco Dividend Achievers ETF
PFM
$788M
| $2.88M | ﹤0.01% |
56,415
-372
| -0.7% | -$19.6K |
|
1512
Criteo
CRTO
$1.03B
| $2.88M | ﹤0.01% |
160,595
+3,068
| +2% | +$57.7K |
|
1513
Iris Energy
IREN
$13.2B
| $2.87M | ﹤0.01% |
83,840
-4,998
| -6% | -$226K |
|
1514
State Street SPDR S&P 500 ESG ETF
EFIV
$1.06B
| $2.85M | ﹤0.01% |
45,178
+11,149
| +33% | +$737K |
|
1515
MKS Inc
MKSI
$22.2B
| $2.85M | ﹤0.01% |
12,396
+6,285
| +103% | +$1.42M |
|
|
NBSD
1516
Neuberger Short Duration Income ETF
NBSD
$1.18B
| $2.85M | ﹤0.01% |
56,118
-456
| -0.8% | -$23.3K |
|
1517
iShares Micro-Cap ETF
IWC
$1.43B
| $2.83M | ﹤0.01% |
17,757
+4,852
| +38% | +$805K |
|
|
PR
1518
Permian Resources
PR
$17.9B
| $2.83M | ﹤0.01% |
132,533
-126,870
| -49% | -$2.19M |
|
1519
iShares Global 100 ETF
IOO
$8.56B
| $2.82M | ﹤0.01% |
23,338
-279
| -1% | -$35.2K |
|
1520
AB InBev
BUD
$158B
| $2.81M | ﹤0.01% |
40,556
+845
| +2% | +$61K |
|
1521
RenaissanceRe
RNR
$13.7B
| $2.81M | ﹤0.01% |
9,462
+1,565
| +20% | +$454K |
|
1522
Extra Space Storage
EXR
$31.2B
| $2.81M | ﹤0.01% |
21,402
-966
| -4% | -$136K |
|
1523
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
| $2.81M | ﹤0.01% |
78,059
-15,880
| -17% | -$573K |
|
1524
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.7B
| $2.8M | ﹤0.01% |
76,416
+12,884
| +20% | +$488K |
|
1525
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$608M
| $2.8M | ﹤0.01% |
272,170
+9,333
| +4% | +$96.7K |
|
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.