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
$1.22B
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.1M
3
+$1.73M
4
BRO icon
Brown & Brown
BRO
+$1.47M
5
BAH icon
Booz Allen Hamilton
BAH
+$1.17M

Top Sells

1
+$4.92M
2
+$3.82M
3
+$3.15M
4
MDT icon
Medtronic
MDT
+$1.53M
5
META icon
Meta Platforms (Facebook)
META
+$1.52M

Sector Composition

1 Technology 23.63%
2 Healthcare 17.28%
3 Financials 13.49%
4 Consumer Staples 8.99%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 0.94%
114,874
-3,222
27
$11.5M 0.94%
37,471
-1,334
28
$11.1M 0.91%
38,487
-125
29
$10.6M 0.87%
203,262
-13,089
30
$10.6M 0.86%
309,763
-619
31
$9.79M 0.8%
51,217
+545
32
$9.72M 0.8%
105,649
-2,471
33
$9.65M 0.79%
465,508
-15,375
34
$9.64M 0.79%
19,404
+294
35
$9.58M 0.78%
194,952
-5,688
36
$9.49M 0.78%
93,293
-1,155
37
$9.48M 0.78%
32,125
-718
38
$9.33M 0.76%
24,205
+167
39
$8.83M 0.72%
55,399
-980
40
$8.66M 0.71%
44,633
-7,405
41
$8.65M 0.71%
70,535
-360
42
$8.42M 0.69%
146,588
+25,585
43
$8.39M 0.69%
120,312
-3,671
44
$8.24M 0.67%
430,836
-40,397
45
$8.23M 0.67%
36,008
-737
46
$8.21M 0.67%
36,896
-810
47
$8.2M 0.67%
41,564
+15,739
48
$8.14M 0.67%
38,398
-7,174
49
$8.13M 0.67%
209,176
-6,131
50
$8.07M 0.66%
125,760
-2,250
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