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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
-0.3%
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
$73.7B
AUM Growth
+$559M
(+0.76%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$147M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$144M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$86.4M |
| 4 |
Vanguard Value ETF
VTV
|
+$82.3M |
| 5 |
LyondellBasell Industries
LYB
|
+$76.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$90M |
| 2 |
ExxonMobil
XOM
|
+$78M |
| 3 |
Amazon
AMZN
|
+$73.8M |
| 4 |
IBM
IBM
|
+$55.8M |
| 5 |
General Motors
GM
|
+$51.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.32% |
| 2 | Financials | 10.91% |
| 3 | Consumer Discretionary | 6.07% |
| 4 | Healthcare | 5.9% |
| 5 | Industrials | 4.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2101
AGCO
AGCO
$8.41B
| $799K | ﹤0.01% |
8,630
+271
| +3% | +$26.5K |
|
2102
Aptiv
APTV
$12.3B
| $799K | ﹤0.01% |
13,422
-1,241
| -8% | -$78.7K |
|
2103
IonQ
IONQ
$11.9B
| $797K | ﹤0.01% |
36,119
+11,633
| +48% | +$377K |
|
2104
Littelfuse
LFUS
$10.4B
| $796K | ﹤0.01% |
4,048
-91
| -2% | -$20.8K |
|
2105
iRhythm Holdings
IRTC
$4.02B
| $795K | ﹤0.01% |
7,598
-9
| -0.1% | -$953 |
|
2106
Nexstar Media Group
NXST
$6.01B
| $795K | ﹤0.01% |
4,437
-74,540
| -94% | -$12.1M |
|
2107
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.28B
| $793K | ﹤0.01% |
+27,537
| New | +$829K |
|
|
RA
2108
Brookfield Real Assets Income Fund
RA
$704M
| $793K | ﹤0.01% |
60,237
-16,264
| -21% | -$217K |
|
|
EOI
2109
Eaton Vance Enhanced Equity Income Fund
EOI
$789M
| $792K | ﹤0.01% |
42,231
+3,439
| +9% | +$69.6K |
|
2110
iShares Core MSCI Pacific ETF
IPAC
$2.59B
| $791K | ﹤0.01% |
12,701
+107
| +0.8% | +$6.68K |
|
2111
Howard Hughes
HHH
$3.94B
| $790K | ﹤0.01% |
10,667
-561
| -5% | -$42.4K |
|
2112
Harbor Long-Term Growers ETF
WINN
$1.09B
| $790K | ﹤0.01% |
32,236
+159
| +0.5% | +$4.28K |
|
2113
Old Second Bancorp
OSBC
$1.29B
| $790K | ﹤0.01% |
47,449
-500
| -1% | -$8.95K |
|
2114
Equity Lifestyle Properties
ELS
$13.1B
| $789K | ﹤0.01% |
11,824
+378
| +3% | +$25.2K |
|
2115
Cornerstone Strategic Value Fund
CLM
$2.16B
| $789K | ﹤0.01% |
107,827
-13,070
| -11% | -$107K |
|
|
GAM
2116
General American Investors Company
GAM
$1.54B
| $788K | ﹤0.01% |
15,634
-3,809
| -20% | -$196K |
|
2117
Molina Healthcare
MOH
$10.4B
| $786K | ﹤0.01% |
2,387
+345
| +17% | +$104K |
|
2118
Itron
ITRI
$4.54B
| $786K | ﹤0.01% |
7,501
+146
| +2% | +$15.3K |
|
|
VRNA
2119
DELISTED
Verona Pharma
VRNA
| $784K | ﹤0.01% |
12,351
-11
| -0.1% | -$658 |
|
2120
State Street SPDR S&P Retail ETF
XRT
$457M
| $781K | ﹤0.01% |
11,309
-477
| -4% | -$36K |
|
2121
Worthington Steel
WS
$1.78B
| $780K | ﹤0.01% |
30,812
+618
| +2% | +$17.4K |
|
2122
Motley Fool 100 Index ETF
TMFC
$1.99B
| $779K | ﹤0.01% |
13,998
+239
| +2% | +$14.2K |
|
2123
MasTec
MTZ
$22.7B
| $775K | ﹤0.01% |
6,639
-8,294
| -56% | -$1.12M |
|
2124
Valvoline
VVV
$5.06B
| $774K | ﹤0.01% |
22,228
-9,224
| -29% | -$337K |
|
2125
Iridium Communications
IRDM
$4.7B
| $771K | ﹤0.01% |
28,239
+1,023
| +4% | +$30K |
|
Similar funds
HighTower Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, HighTower Advisors held 4,123 positions worth $73.7B, up 0.76% from $73.1B the previous quarter. Its ten largest holdings account for 18% of the portfolio.
HighTower Advisors's Q1 2025 filing shows 342 new, 1,586 increased, 1,609 reduced and 399 closed positions. Its largest new stake was iShares iBonds Dec 2027 Term Corporate ETF: 1,400,628 shares worth $33.9M. The largest sale was Apple, an estimated $90M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
- HighTower Advisors's largest Q1 2025 buy was iShares iBonds Dec 2027 Term Corporate ETF: 1,400,628 shares worth $33.9M.
- HighTower Advisors added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $147M increase.
- HighTower Advisors's biggest Q1 2025 reduction was Apple, cutting an estimated $90M.
- HighTower Advisors fully exited Independent Bank Group, Inc. in Q1 2025, selling an estimated $15M.
- HighTower Advisors's ten largest holdings make up 18% of its $73.7B portfolio in Q1 2025.
- HighTower Advisors opened 342 new positions and closed 399 in Q1 2025.
- HighTower Advisors's portfolio value rose 0.76% quarter-over-quarter to $73.7B.
Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.