We are live on ! Find out more
HighTower Advisors

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
Cap. Flow
+$3.88B
Cap. Flow %
4.12%
Top 10 Hldgs %
19.22%
Holding
3,988
New
344
Increased
1,983
Reduced
1,302
Closed
194

Top Buys

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$1.52B
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$541M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$338M
4
AAPL icon
Apple
AAPL
+$199M
5
NVDA icon
NVIDIA
NVDA
+$92.2M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$129M
2
EXAS
Exact Sciences
EXAS
+$125M
3
HYD icon
VanEck High Yield Muni ETF
HYD
+$94.7M
4
TER icon
Teradyne
TER
+$67.3M
5
ORCL icon
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
WDFC icon
2401
WD-40
WDFC
$3.1B
$734K ﹤0.01%
3,600
+236
+7% +$52.7K
PLXS icon
2402
Plexus
PLXS
$6.81B
$734K ﹤0.01%
3,624
+675
+23% +$128K
FNDC icon
2403
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$734K ﹤0.01%
15,830
-888
-5% -$42.1K
PJT icon
2404
PJT Partners
PJT
$4.37B
$734K ﹤0.01%
5,252
-409
-7% -$64.4K
XTJA icon
2405
Innovator US Equity Accelerated Plus ETF January
XTJA
$20.4M
$733K ﹤0.01%
24,054
– –
PSMT icon
2406
Pricesmart
PSMT
$5.75B
$731K ﹤0.01%
4,854
-114
-2% -$16.6K
OSIS icon
2407
OSI Systems
OSIS
$3.57B
$730K ﹤0.01%
2,749
-236
-8% -$65.2K
OSEA icon
2408
Harbor International Compounders ETF
OSEA
$468M
$729K ﹤0.01%
25,184
+1,620
+7% +$49K
ETHE
2409
Grayscale Ethereum Staking ETF Shares
ETHE
$1.51B
$729K ﹤0.01%
42,686
-2,974
-7% -$58.1K
SLDE
2410
Slide Insurance Holdings
SLDE
$2.32B
$728K ﹤0.01%
+40,446
New +$708K
BSCZ
2411
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$267M
$727K ﹤0.01%
35,421
+1,426
+4% +$29.6K
JFR icon
2412
Nuveen Floating Rate Income Fund
JFR
$1.23B
$726K ﹤0.01%
96,535
-12,842
-12% -$98.5K
WH icon
2413
Wyndham Hotels & Resorts
WH
$5.46B
$726K ﹤0.01%
8,929
-1,349
-13% -$106K
HP icon
2414
Helmerich & Payne
HP
$3.53B
$725K ﹤0.01%
20,127
+2,008
+11% +$68.5K
ABM icon
2415
ABM Industries
ABM
$2.8B
$725K ﹤0.01%
18,810
+801
+4% +$34.7K
CARY icon
2416
Angel Oak Income ETF
CARY
$1.36B
$724K ﹤0.01%
34,847
+3,930
+13% +$82.3K
SHG icon
2417
Shinhan Financial Group
SHG
$33.6B
$724K ﹤0.01%
11,801
+3,840
+48% +$236K
OVV icon
2418
Ovintiv
OVV
$17.5B
$723K ﹤0.01%
12,186
-4,821
-28% -$233K
ECPG icon
2419
Encore Capital Group
ECPG
$1.93B
$722K ﹤0.01%
+10,302
New +$633K
FELV icon
2420
Fidelity Enhanced Large Cap Value ETF
FELV
$3.2B
$721K ﹤0.01%
20,644
+13,755
+200% +$492K
TE
2421
T1 Energy
TE
$1.4B
$721K ﹤0.01%
164,175
+47,790
+41% +$350K
FIDU icon
2422
Fidelity MSCI Industrials Index ETF
FIDU
$2.34B
$720K ﹤0.01%
8,323
-431
-5% -$38.8K
ECBK icon
2423
ECB Bancorp
ECBK
$174M
$719K ﹤0.01%
43,005
+5
+0% +$87
NFEB
2424
Innovator Growth-100 Power Buffer ETF - February
NFEB
$82.1M
$719K ﹤0.01%
26,265
– –
NAPR icon
2425
Innovator Growth-100 Power Buffer ETF April
NAPR
$208M
$716K ﹤0.01%
13,117
– –
95 96
97
98 99

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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.