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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 | |
|---|---|---|---|---|---|---|
|
GCAL
2026
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$172M
| $1.26M | ﹤0.01% |
24,867
+397
| +2% | +$20.3K |
|
2027
Symbotic
SYM
$5.11B
| $1.25M | ﹤0.01% |
23,548
-490
| -2% | -$28.1K |
|
2028
Honda
HMC
$36.5B
| $1.25M | ﹤0.01% |
51,419
-13,458
| -21% | -$390K |
|
|
DFSI
2029
Dimensional International Sustainability Core 1 ETF
DFSI
$1.12B
| $1.25M | ﹤0.01% |
29,477
+12,904
| +78% | +$572K |
|
|
SW
2030
Smurfit Westrock
SW
$25.5B
| $1.25M | ﹤0.01% |
31,362
+6,018
| +24% | +$260K |
|
2031
Goldman Sachs Innovate Equity ETF
GINN
$199M
| $1.25M | ﹤0.01% |
18,295
-336
| -2% | -$24.4K |
|
2032
Reaves Utility Income Fund
UTG
$3.69B
| $1.25M | ﹤0.01% |
31,806
+13,216
| +71% | +$517K |
|
2033
Vista Energy
VIST
$7.75B
| $1.25M | ﹤0.01% |
16,527
+11,938
| +260% | +$696K |
|
2034
Transmedics
TMDX
$2.5B
| $1.24M | ﹤0.01% |
12,519
-3,888
| -24% | -$507K |
|
2035
Philips
PHG
$25.4B
| $1.24M | ﹤0.01% |
47,075
+1,355
| +3% | +$38.3K |
|
2036
Valley National Bancorp
VLY
$7.93B
| $1.24M | ﹤0.01% |
101,171
+13,784
| +16% | +$172K |
|
2037
TeraWulf
WULF
$9.15B
| $1.24M | ﹤0.01% |
85,593
-1,476
| -2% | -$21.9K |
|
2038
Rivian
RIVN
$22.9B
| $1.23M | ﹤0.01% |
81,876
-3,832
| -4% | -$61.3K |
|
2039
First Trust Structured Credit Income Opportunities ETF
SCIO
$483M
| $1.23M | ﹤0.01% |
59,539
+8,998
| +18% | +$187K |
|
2040
UiPath
PATH
$5.62B
| $1.23M | ﹤0.01% |
110,485
+15,854
| +17% | +$202K |
|
|
HOLX
2041
DELISTED
Hologic
HOLX
| $1.22M | ﹤0.01% |
16,204
+3,310
| +26% | +$249K |
|
2042
Globalstar
GSAT
$10.2B
| $1.22M | ﹤0.01% |
18,441
-554
| -3% | -$33.8K |
|
2043
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$218M
| $1.22M | ﹤0.01% |
45,881
+8,134
| +22% | +$215K |
|
2044
Columbia Banking Systems
COLB
$8.81B
| $1.22M | ﹤0.01% |
44,479
-16,176
| -27% | -$468K |
|
2045
Armstrong World Industries
AWI
$6.86B
| $1.22M | ﹤0.01% |
7,386
-8,118
| -52% | -$1.48M |
|
2046
AGCO
AGCO
$8.78B
| $1.22M | ﹤0.01% |
10,500
-132
| -1% | -$16K |
|
2047
iShares US Healthcare Providers ETF
IHF
$1.18B
| $1.22M | ﹤0.01% |
29,072
-4,985
| -15% | -$228K |
|
|
WCBR
2048
WisdomTree Cybersecurity Fund
WCBR
$103M
| $1.22M | ﹤0.01% |
48,752
-1,000,465
| -95% | -$26.1M |
|
2049
EXL Service
EXLS
$4.23B
| $1.22M | ﹤0.01% |
39,902
-38,020
| -49% | -$1.31M |
|
2050
Cedar Fair
FUN
$1.78B
| $1.21M | ﹤0.01% |
68,450
+9,630
| +16% | +$163K |
|
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.