TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
-5.5%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$1.13B
AUM Growth
+$1.13B
(-8.2%)
Cap. Flow
-$21.6M
Cap. Flow
% of AUM
-1.92%
Top 10 Holdings %
Top 10 Hldgs %
29.46%
Holding
251
New
3
Increased
41
Reduced
116
Closed
15
Top Buys
| 1 |
Danaher
DHR
|
$1.58M |
| 2 |
Tesla
TSLA
|
$1.33M |
| 3 |
Jacobs Solutions
J
|
$1.25M |
| 4 |
Chevron
CVX
|
$943K |
| 5 |
Netflix
NFLX
|
$885K |
Top Sells
| 1 |
Intercontinental Exchange
ICE
|
$3.45M |
| 2 |
PayPal
PYPL
|
$2.29M |
| 3 |
Digital Realty Trust
DLR
|
$2.29M |
| 4 |
Apple
AAPL
|
$1.58M |
| 5 |
Medtronic
MDT
|
$1.52M |
Sector Composition
| 1 | Technology | 21.53% |
| 2 | Healthcare | 18.84% |
| 3 | Financials | 13.33% |
| 4 | Consumer Staples | 9.04% |
| 5 | Communication Services | 8.21% |