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
$675M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$16.8M
3
+$15.6M
4
IBM icon
IBM
IBM
+$15.6M
5
PEP icon
PepsiCo
PEP
+$13.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.55%
2 Financials 12.96%
3 Industrials 12.79%
4 Energy 11.45%
5 Technology 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.5M 0.82%
+91,043
52
$5.46M 0.81%
+174,224
53
$5.22M 0.77%
+91,198
54
$4.79M 0.71%
+78,605
55
$4.68M 0.69%
+40,928
56
$4.43M 0.66%
+51,837
57
$4.25M 0.63%
+232,212
58
$4.16M 0.62%
+57,741
59
$3.98M 0.59%
+117,333
60
$3.92M 0.58%
+46,317
61
$3.65M 0.54%
+172,353
62
$3.4M 0.5%
+76,715
63
$2.85M 0.42%
+117,758
64
$2.82M 0.42%
+98,438
65
$2.72M 0.4%
+37,394
66
$2.71M 0.4%
+29,115
67
$2.65M 0.39%
+53,108
68
$2.55M 0.38%
+62,340
69
$2.54M 0.38%
+22,653
70
$2.51M 0.37%
+49,916
71
$2.48M 0.37%
+28,579
72
$2.25M 0.33%
+101,750
73
$2.22M 0.33%
+53,796
74
$2.22M 0.33%
+89,384
75
$2.15M 0.32%
+36,265
1 2
3
4 5