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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 | |
|---|---|---|---|---|---|---|
1901
Knight Transportation
KNX
$11.8B
| $1.5M | ﹤0.01% |
26,097
+17,269
| +196% | +$990K |
|
|
FEGE
1902
First Eagle Global Equity ETF
FEGE
$2.14B
| $1.5M | ﹤0.01% |
31,966
+1,288
| +4% | +$62.8K |
|
1903
Tyson Foods
TSN
$20.2B
| $1.5M | ﹤0.01% |
23,412
+3,925
| +20% | +$244K |
|
1904
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$274M
| $1.5M | ﹤0.01% |
80,155
+8,800
| +12% | +$166K |
|
1905
BlackRock MuniYield Quality Fund
MQY
$807M
| $1.5M | ﹤0.01% |
136,312
+62,089
| +84% | +$716K |
|
1906
iShares High Yield Systematic Bond ETF
HYDB
$1.62B
| $1.5M | ﹤0.01% |
32,166
+8,928
| +38% | +$422K |
|
1907
IQ Winslow Large Cap Growth ETF
IWLG
$309M
| $1.49M | ﹤0.01% |
31,277
+1,134
| +4% | +$58.2K |
|
1908
Sun Life Financial
SLF
$45.6B
| $1.48M | ﹤0.01% |
23,717
-150
| -0.6% | -$9.59K |
|
1909
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.87B
| $1.48M | ﹤0.01% |
79,316
+9,475
| +14% | +$178K |
|
1910
First Horizon
FHN
$12.1B
| $1.48M | ﹤0.01% |
64,955
+9,574
| +17% | +$229K |
|
|
SF
1911
Stifel
SF
$12.3B
| $1.48M | ﹤0.01% |
19,983
+6,022
| +43% | +$478K |
|
1912
Neurocrine Biosciences
NBIX
$17.7B
| $1.48M | ﹤0.01% |
11,198
-1,073
| -9% | -$142K |
|
1913
Baidu
BIDU
$35.8B
| $1.47M | ﹤0.01% |
13,226
+205
| +2% | +$27.8K |
|
1914
Peabody Energy
BTU
$2.78B
| $1.47M | ﹤0.01% |
44,685
+733
| +2% | +$25.6K |
|
1915
Watts Water Technologies
WTS
$11.5B
| $1.47M | ﹤0.01% |
5,066
+731
| +17% | +$223K |
|
1916
American Superconductor
AMSC
$1.48B
| $1.46M | ﹤0.01% |
43,267
+32,788
| +313% | +$1.03M |
|
1917
Aegon
AEG
$13.5B
| $1.46M | ﹤0.01% |
201,633
+3,214
| +2% | +$24K |
|
1918
Assurant
AIZ
$13.7B
| $1.46M | ﹤0.01% |
6,715
+2
| +0% | +$456 |
|
1919
Lennox International
LII
$18.8B
| $1.46M | ﹤0.01% |
3,147
+934
| +42% | +$481K |
|
1920
Atlantic Union Bankshares
AUB
$5.99B
| $1.46M | ﹤0.01% |
40,869
+2,501
| +7% | +$94.2K |
|
1921
Crescent Capital BDC
CCAP
$399M
| $1.46M | ﹤0.01% |
120,198
-12,324
| -9% | -$169K |
|
1922
Viatris
VTRS
$20.1B
| $1.46M | ﹤0.01% |
108,052
+19,630
| +22% | +$275K |
|
1923
Suncor Energy
SU
$77.7B
| $1.46M | ﹤0.01% |
22,062
+1,984
| +10% | +$110K |
|
1924
VeriSign
VRSN
$25.3B
| $1.46M | ﹤0.01% |
5,869
+2,352
| +67% | +$560K |
|
|
EMBJ
1925
Embraer S.A. ADS
EMBJ
$11.6B
| $1.46M | ﹤0.01% |
24,547
+3,093
| +14% | +$212K |
|
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.