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TBA
Tower Bridge Advisors Portfolio holdings
AUM
$1.04B
1-Year Est. Return
23.66%
This Fund
S&P 500
1 Year Est. Return
+23.66%
AUM
$1.04B
AUM Growth
+$45.2M
(+4.6%)
Holding
248
Top Buys
| 1 | +$19.5M | |
| 2 | +$7.51M | |
| 3 | +$7.38M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$6.04M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$5.63M |
Top Sells
| 1 | +$5.99M | |
| 2 | +$3.38M | |
| 3 | +$2.42M | |
| 4 |
MetLife Inc Floating Rate Series A
MET.PRA
|
+$2.23M |
| 5 |
BML.PRH
Bank of America Depository Shares Series 2
BML.PRH
|
+$1.59M |
Sector Composition
| 1 | Technology | 23.31% |
| 2 | Financials | 14.85% |
| 3 | Industrials | 11.89% |
| 4 | Healthcare | 10.56% |
| 5 | Communication Services | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
United Parcel Service
UPS
$91.7B
| $6.52M | 0.63% |
66,288
+36,892
|
|
||
52
Eli Lilly
LLY
$1.04T
| $6.14M | 0.59% |
6,681
-10
|
|
||
53
Berkshire Hathaway Class B
BRK.B
$1.05T
| $5.95M | 0.58% |
12,426
|
|
||
54
Watsco Inc
WSO
$15.8B
| $5.89M | 0.57% |
16,196
+384
|
|
||
55
Becton Dickinson
BDX
$40.6B
| $5.86M | 0.57% |
37,285
-341
|
|
||
|
56
State Street SPDR S&P 500 ETF Trust
SPY
$768B
| $5.77M | 0.56% |
+8,879
|
|
||
|
57
Vanguard Mid-Cap ETF
VO
$103B
| $5.44M | 0.53% |
+75,716
|
|
||
58
Amgen
AMGN
$193B
| $5.34M | 0.52% |
15,175
+616
|
|
||
59
Linde
LIN
$239B
| $5.26M | 0.51% |
10,611
+636
|
|
||
60
American Express
AXP
$217B
| $5.25M | 0.51% |
17,349
+565
|
|
||
61
Texas Pacific Land
TPL
$25.6B
| $5.22M | 0.5% |
11,009
-153
|
|
||
62
Abbott
ABT
$157B
| $5.12M | 0.49% |
49,880
+3,015
|
|
||
63
Union Pacific
UNP
$160B
| $5.1M | 0.49% |
21,017
+175
|
|
||
64
Enterprise Products Partners
EPD
$81.5B
| $4.91M | 0.47% |
129,635
-3,000
|
|
||
65
Lennar Class A
LEN
$22.9B
| $4.87M | 0.47% |
56,030
-92
|
|
||
66
Cisco
CSCO
$481B
| $4.45M | 0.43% |
57,317
-925
|
|
||
67
Merck
MRK
$303B
| $4.24M | 0.41% |
35,251
-684
|
|
||
68
Lockheed Martin
LMT
$127B
| $4.18M | 0.4% |
6,919
+25
|
|
||
69
Air Products & Chemicals
APD
$62.4B
| $4.13M | 0.4% |
14,212
|
|
||
70
Deere & Co
DE
$154B
| $4.1M | 0.4% |
7,284
-600
|
|
||
71
Brown & Brown
BRO
$20.4B
| $4M | 0.39% |
61,416
-6,554
|
|
||
72
Travelers Companies
TRV
$65B
| $3.96M | 0.38% |
13,566
+25
|
|
||
73
Enbridge
ENB
$124B
| $3.92M | 0.38% |
72,418
+7,208
|
|
||
74
Bank of America
BAC
$391B
| $3.74M | 0.36% |
76,628
+2,008
|
|
||
75
S&P Global
SPGI
$122B
| $3.65M | 0.35% |
8,589
+57
|
|