TL

TowerView LLC Portfolio holdings

AUM $140M
1-Year Est. Return 3.67%
This Quarter Est. Return
1 Year Est. Return
-3.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$1.51M
3 +$612K
4
WEN icon
Wendy's
WEN
+$518K
5
OABI icon
OmniAb
OABI
+$407K

Sector Composition

1 Industrials 48.68%
2 Communication Services 17.77%
3 Consumer Staples 12.72%
4 Real Estate 6.29%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.74K ﹤0.01%
+33
27
-15,000
28
0
29
0
30
0
31
-20,000