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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 | |
|---|---|---|---|---|---|---|
2326
Franklin Electric
FELE
$4.66B
| $578K | ﹤0.01% |
6,158
-2
| -0% | -$199 |
|
2327
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3B
| $578K | ﹤0.01% |
+10,029
| New | +$563K |
|
2328
Global X Lithium & Battery Tech ETF
LIT
$1.46B
| $577K | ﹤0.01% |
14,876
-2,357
| -14% | -$96.6K |
|
2329
American Century US Quality Value ETF
VALQ
$329M
| $577K | ﹤0.01% |
9,488
+164
| +2% | +$10.2K |
|
2330
Artisan Partners
APAM
$2.86B
| $577K | ﹤0.01% |
14,746
+4,038
| +38% | +$171K |
|
2331
Core & Main
CNM
$7.93B
| $576K | ﹤0.01% |
11,931
+1,204
| +11% | +$62.4K |
|
2332
Bio-Techne
TECH
$11.2B
| $576K | ﹤0.01% |
9,818
-1,683
| -15% | -$114K |
|
|
EMD
2333
Western Asset Emerging Markets Debt Fund
EMD
$606M
| $574K | ﹤0.01% |
58,069
-14,723
| -20% | -$145K |
|
2334
Granite Ridge Resources
GRNT
$621M
| $574K | ﹤0.01% |
94,442
-51,212
| -35% | -$317K |
|
2335
Neuronetics
STIM
$127M
| $574K | ﹤0.01% |
155,982
-88,900
| -36% | -$325K |
|
2336
AutoNation
AN
$7.7B
| $572K | ﹤0.01% |
3,534
-332
| -9% | -$59.2K |
|
2337
Lyft
LYFT
$5.86B
| $572K | ﹤0.01% |
48,202
+4,605
| +11% | +$60K |
|
2338
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
| $569K | ﹤0.01% |
5,877
-126
| -2% | -$13.1K |
|
|
EIPI
2339
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
| $569K | ﹤0.01% |
28,055
+998
| +4% | +$20K |
|
2340
Immunovant
IMVT
$7.93B
| $569K | ﹤0.01% |
33,273
+238
| +0.7% | +$4.98K |
|
2341
WPP
WPP
$4.67B
| $568K | ﹤0.01% |
14,975
-12,823
| -46% | -$571K |
|
|
BTO
2342
John Hancock Financial Opportunities Fund
BTO
$808M
| $567K | ﹤0.01% |
16,636
| – | – |
|
|
SASR
2343
DELISTED
Sandy Spring Bancorp Inc
SASR
| $567K | ﹤0.01% |
20,290
-600
| -3% | -$19.1K |
|
2344
First American
FAF
$7.98B
| $567K | ﹤0.01% |
8,638
+290
| +3% | +$18.4K |
|
2345
Bank First Corp
BFC
$1.68B
| $567K | ﹤0.01% |
+5,627
| New | +$570K |
|
2346
Sabra Healthcare REIT
SBRA
$5.56B
| $566K | ﹤0.01% |
32,405
+2,682
| +9% | +$45.2K |
|
|
BXMX
2347
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
| $566K | ﹤0.01% |
43,128
+8,852
| +26% | +$122K |
|
2348
Innoviva
INVA
$1.6B
| $565K | ﹤0.01% |
31,190
-4,427
| -12% | -$79.4K |
|
2349
Defiance Quantum ETF
QTUM
$4.89B
| $564K | ﹤0.01% |
7,571
+2,340
| +45% | +$189K |
|
2350
SentinelOne
S
$6.35B
| $564K | ﹤0.01% |
31,030
+8,250
| +36% | +$179K |
|
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.