TRCT

Tower Research Capital (TRC) Portfolio holdings

AUM $3.62B
1-Year Est. Return 26.5%
This Quarter Est. Return
1 Year Est. Return
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$775M
AUM Growth
-$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,685
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$8.59M
3
+$8.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.94M
5
MSFT icon
Microsoft
MSFT
+$7.4M

Top Sells

1
+$228M
2
+$62.4M
3
+$25.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$17.5M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$13.8M

Sector Composition

1 Financials 11.08%
2 Technology 10%
3 Consumer Discretionary 7.02%
4 Healthcare 6.86%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$22K ﹤0.01%
2,799
+2,608
1977
$22K ﹤0.01%
193
+38
1978
$22K ﹤0.01%
7,531
-26,986
1979
$22K ﹤0.01%
1,527
-473
1980
$22K ﹤0.01%
589
+579
1981
$22K ﹤0.01%
186
-2,318
1982
$22K ﹤0.01%
340
-326
1983
$22K ﹤0.01%
+369
1984
$22K ﹤0.01%
3,235
+3,147
1985
$22K ﹤0.01%
453
+104
1986
$22K ﹤0.01%
198
-3,485
1987
$22K ﹤0.01%
13,509
+7,729
1988
$22K ﹤0.01%
579
-6,986
1989
$22K ﹤0.01%
516
-600
1990
$22K ﹤0.01%
+257
1991
$22K ﹤0.01%
753
+102
1992
$22K ﹤0.01%
1,086
-126
1993
$22K ﹤0.01%
2,500
+1,500
1994
$22K ﹤0.01%
460
-518
1995
$22K ﹤0.01%
+217
1996
$22K ﹤0.01%
472
-7,603
1997
$22K ﹤0.01%
+1,725
1998
$22K ﹤0.01%
1,063
+959
1999
$22K ﹤0.01%
+935
2000
$22K ﹤0.01%
2,786
+254
78 79
80
81 82