TBA

Tower Bridge Advisors Portfolio holdings

AUM $1B
1-Year Est. Return 19.31%
This Quarter Est. Return
1 Year Est. Return
+19.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$895M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$798K
3
+$729K
4
AMZN icon
Amazon
AMZN
+$646K
5
PG icon
Procter & Gamble
PG
+$611K

Top Sells

1
+$4.05M
2
+$2M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.59M
5
LEN icon
Lennar Class A
LEN
+$1.14M

Sector Composition

1 Technology 24.81%
2 Financials 16.67%
3 Healthcare 13.79%
4 Industrials 11.44%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.93M 1.11%
59,342
+63
27
$9.8M 1.09%
36,046
+2,167
28
$9.56M 1.07%
46,611
-1,854
29
$9.24M 1.03%
9,765
-108
30
$9.17M 1.02%
59,270
-2,954
31
$9.09M 1.02%
116,118
-5,425
32
$8.69M 0.97%
77,935
-1,368
33
$8.64M 0.97%
81,842
-1,335
34
$8.57M 0.96%
45,062
+3,395
35
$8.5M 0.95%
16,728
-367
36
$8.42M 0.94%
84,848
+756
37
$8.38M 0.94%
17,997
-786
38
$8.38M 0.94%
39,978
-100
39
$8.01M 0.9%
21,867
-688
40
$7.26M 0.81%
13,626
-330
41
$7.18M 0.8%
62,592
-9,962
42
$7.02M 0.78%
26,448
-363
43
$6.82M 0.76%
39,516
+1,046
44
$6.3M 0.7%
29,751
-1,800
45
$6.01M 0.67%
45,331
+296
46
$5.96M 0.67%
67,870
-20,862
47
$5.87M 0.66%
82,739
+2,485
48
$5.74M 0.64%
6,946
-868
49
$5.65M 0.63%
4,267
-60
50
$5.65M 0.63%
9,291
-124
1
2
3 4 5