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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
+8.61%
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
$79.8B
AUM Growth
+$6.14B
(+8.3%)
Cap. Flow
+$1.59B
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Preformed Line Products
PLPC
|
+$101M |
| 2 |
WisdomTree US Quality Growth Fund
QGRW
|
+$95.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$89.4M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$75.1M |
| 5 |
Meta Platforms (Facebook)
META
|
+$64.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$59.6M |
| 2 |
Clorox
CLX
|
+$49.7M |
| 3 |
Visa
V
|
+$43.7M |
| 4 |
GMO US Quality ETF
QLTY
|
+$40.4M |
| 5 |
SPDR Gold Trust
GLD
|
+$40M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.55% |
| 2 | Financials | 10.31% |
| 3 | Consumer Discretionary | 5.93% |
| 4 | Industrials | 5.06% |
| 5 | Healthcare | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2351
FlexShares STOXX Global ESG Select Index Fund
ESGG
$110M
| $603K | ﹤0.01% |
3,216
+1
| +0% | +$174 |
|
2352
Granite Ridge Resources
GRNT
$603M
| $602K | ﹤0.01% |
94,475
+33
| +0% | +$182 |
|
2353
Taylor Morrison
TMHC
| $599K | ﹤0.01% |
9,749
-1,667
| -15% | -$96.9K |
|
2354
Eaton Vance Short Duration Municipal Income ETF
EVSM
$777M
| $598K | ﹤0.01% |
11,963
+2,094
| +21% | +$104K |
|
|
MSB
2355
Mesabi Trust
MSB
$297M
| $598K | ﹤0.01% |
24,944
+523
| +2% | +$13.6K |
|
2356
Advanced Energy
AEIS
$11.7B
| $598K | ﹤0.01% |
4,510
-587
| -12% | -$64.7K |
|
2357
Four Corners Property Trust
FCPT
$2.83B
| $596K | ﹤0.01% |
22,163
+1,386
| +7% | +$38.2K |
|
2358
NIO
NIO
$11.6B
| $596K | ﹤0.01% |
173,770
+84,885
| +95% | +$316K |
|
2359
UiPath
PATH
$6.02B
| $595K | ﹤0.01% |
46,497
+1,742
| +4% | +$20.9K |
|
2360
Provident Financial Services
PFS
$3.11B
| $595K | ﹤0.01% |
33,916
-12,961
| -28% | -$215K |
|
2361
ESAB
ESAB
$5.49B
| $594K | ﹤0.01% |
4,929
+898
| +22% | +$109K |
|
2362
PVH
PVH
$3.87B
| $594K | ﹤0.01% |
8,656
+4,050
| +88% | +$294K |
|
2363
BJ's Restaurants
BJRI
$1.45B
| $593K | ﹤0.01% |
13,307
-202
| -1% | -$7.97K |
|
|
NXRT
2364
NexPoint Residential Trust
NXRT
$671M
| $593K | ﹤0.01% |
17,803
+1,880
| +12% | +$66.6K |
|
2365
State Street SPDR Dow Jones International Real Estate ETF
RWX
$265M
| $593K | ﹤0.01% |
+21,633
| New | +$565K |
|
2366
State Street SPDR S&P Bank ETF
KBE
$1.63B
| $592K | ﹤0.01% |
10,619
+391
| +4% | +$20.4K |
|
2367
American Century US Quality Value ETF
VALQ
$328M
| $592K | ﹤0.01% |
9,542
+54
| +0.6% | +$3.22K |
|
2368
Madison Square Garden
MSGE
$3.66B
| $591K | ﹤0.01% |
14,784
+212
| +1% | +$7.49K |
|
|
EMD
2369
Western Asset Emerging Markets Debt Fund
EMD
$614M
| $590K | ﹤0.01% |
58,718
+649
| +1% | +$6.18K |
|
2370
Fluence Energy
FLNC
$1.79B
| $589K | ﹤0.01% |
87,705
+62,756
| +252% | +$299K |
|
|
BTX
2371
BlackRock Technology and Private Equity Term Trust
BTX
$938M
| $588K | ﹤0.01% |
80,139
+48,046
| +150% | +$318K |
|
2372
AppFolio
APPF
$5.98B
| $588K | ﹤0.01% |
2,551
-331
| -11% | -$72.1K |
|
2373
Ralph Lauren
RL
$22.6B
| $587K | ﹤0.01% |
2,141
-259
| -11% | -$64.1K |
|
2374
Innovator Premium Income 20 Barrier ETF April
APRH
$25M
| $587K | ﹤0.01% |
23,738
-4,000
| -14% | -$98.1K |
|
2375
Alaska Air
ALK
$5.3B
| $587K | ﹤0.01% |
11,866
-3,286
| -22% | -$160K |
|
Similar funds
HighTower Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, HighTower Advisors held 4,055 positions worth $79.8B, up 8.3% from $73.7B the previous quarter. Its ten largest holdings account for 18% of the portfolio.
HighTower Advisors's Q2 2025 filing shows 333 new, 1,586 increased, 1,641 reduced and 303 closed positions. Its largest new stake was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M. The largest sale was UnitedHealth, an estimated $59.6M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.
- HighTower Advisors's largest Q2 2025 buy was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M.
- HighTower Advisors added most to Preformed Line Products in Q2 2025, an estimated $101M increase.
- HighTower Advisors's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $59.6M.
- HighTower Advisors fully exited Simplify US Equity PLUS Downside Convexity ETF in Q2 2025, selling an estimated $14.5M.
- HighTower Advisors's ten largest holdings make up 18% of its $79.8B portfolio in Q2 2025.
- HighTower Advisors opened 333 new positions and closed 303 in Q2 2025.
- HighTower Advisors's portfolio value rose 8.3% quarter-over-quarter to $79.8B.
Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.