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
$1.63B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.83M
3
+$2.56M
4
PYPL icon
PayPal
PYPL
+$2.21M
5
TMUS icon
T-Mobile US
TMUS
+$1.63M

Top Sells

1
+$21.8M
2
+$6.33M
3
+$1.86M
4
IBM icon
IBM
IBM
+$1.64M
5
NVS icon
Novartis
NVS
+$1.57M

Sector Composition

1 Technology 24.76%
2 Healthcare 16.21%
3 Financials 13.51%
4 Communication Services 9.58%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4M 0.64%
119,110
-17,984
52
$10.4M 0.64%
143,046
+450
53
$9.96M 0.61%
40,386
-50
54
$9.94M 0.61%
47,635
-1,282
55
$9.94M 0.61%
84,703
-113
56
$9.83M 0.6%
195,381
-3,468
57
$9.57M 0.59%
36,992
-758
58
$9.18M 0.56%
103,220
-71,242
59
$9.1M 0.56%
196,200
-2,905
60
$9.07M 0.56%
136,785
+3,556
61
$8.57M 0.53%
60,860
+310
62
$8.55M 0.53%
128,500
+200
63
$8.21M 0.5%
116,753
+2,000
64
$8.17M 0.5%
60,349
-3,937
65
$7.95M 0.49%
67,953
+1,260
66
$7.72M 0.47%
25,811
67
$7.66M 0.47%
125,237
-4,410
68
$7.45M 0.46%
63,675
+24,630
69
$6.75M 0.41%
285,659
+108,154
70
$6.44M 0.4%
25,578
-10
71
$6.44M 0.4%
30,187
-725
72
$6.33M 0.39%
69,273
-1,593
73
$6.25M 0.38%
47,024
+92
74
$6.19M 0.38%
99,210
-8,080
75
$6.18M 0.38%
66,205
-2,497
1 2
3
4 5