TBA

Tower Bridge Advisors Portfolio holdings

AUM $930M
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1 +$4.49M
2 +$1.92M
3 +$1.13M
4
LIN icon
Linde
LIN
+$1.08M
5
KEY icon
KeyCorp
KEY
+$1.07M

Top Sells

1 +$3.11M
2 +$2.02M
3 +$1.88M
4
BBY icon
Best Buy
BBY
+$1.86M
5
AAPL icon
Apple
AAPL
+$1.58M

Sector Composition

1 Technology 20.94%
2 Healthcare 19.01%
3 Financials 14.22%
4 Consumer Staples 9.2%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-3,540
227
-5,400
228
-131,244