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
$791M
AUM Growth
+$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.86M
3
+$2.03M
4
RS icon
Reliance Steel & Aluminium
RS
+$2.01M
5
ORCL icon
Oracle
ORCL
+$1.81M

Top Sells

1
+$6.14M
2
+$4.05M
3
+$1.38M
4
TROW icon
T. Rowe Price
TROW
+$1.01M
5
RL icon
Ralph Lauren
RL
+$960K

Sector Composition

1 Healthcare 15.71%
2 Financials 13.23%
3 Industrials 12.76%
4 Technology 12.34%
5 Energy 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.07M 0.77%
47,916
-876
52
$5.75M 0.73%
99,982
+15,034
53
$5.63M 0.71%
160,765
+110,170
54
$5.59M 0.71%
187,020
+1,146
55
$5.43M 0.69%
89,726
+33,235
56
$4.95M 0.63%
151,955
-3,100
57
$4.85M 0.61%
36,631
-7,250
58
$4.54M 0.57%
74,778
-2,527
59
$4.53M 0.57%
114,008
+2,640
60
$4.24M 0.54%
49,393
-345
61
$3.97M 0.5%
+121,543
62
$3.96M 0.5%
178,682
-245
63
$3.94M 0.5%
22,770
-115
64
$3.91M 0.49%
75,388
-2,817
65
$3.86M 0.49%
49,438
+365
66
$3.8M 0.48%
88,235
+1,125
67
$3.67M 0.46%
185,490
+460
68
$3.64M 0.46%
242,580
+7,105
69
$3.56M 0.45%
145,964
-5,500
70
$3.54M 0.45%
68,732
+855
71
$3.16M 0.4%
23,230
-800
72
$3.02M 0.38%
34,588
+470
73
$3.01M 0.38%
56,700
+12,415
74
$2.91M 0.37%
27,461
+50
75
$2.78M 0.35%
41,405
-366
1 2
3
4 5