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
$1.2B
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$1.92M
3
+$1.13M
4
LIN icon
Linde
LIN
+$1.08M
5
KEY icon
KeyCorp
KEY
+$1.07M

Top Sells

1
+$3.11M
2
+$2.02M
3
+$1.88M
4
BBY icon
Best Buy
BBY
+$1.86M
5
AAPL icon
Apple
AAPL
+$1.58M

Sector Composition

1 Technology 20.94%
2 Healthcare 19.01%
3 Financials 14.22%
4 Consumer Staples 9.2%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.04M 0.58%
63,456
-217
52
$6.97M 0.58%
63,355
-3,050
53
$6.95M 0.58%
89,362
-15,440
54
$6.89M 0.57%
121,003
+3,575
55
$6.79M 0.56%
135,948
+1,605
56
$6.75M 0.56%
61,511
-280
57
$6.53M 0.54%
90,699
-27
58
$6.36M 0.53%
36,745
-1,130
59
$6.25M 0.52%
46,097
-235
60
$6.25M 0.52%
62,340
-5,786
61
$6.1M 0.51%
29,472
+5,435
62
$6.02M 0.5%
43,003
+300
63
$5.97M 0.5%
23,926
+1,009
64
$5.84M 0.48%
28,027
65
$5.72M 0.48%
87,075
+625
66
$5.69M 0.47%
68,082
67
$5.48M 0.46%
45,572
-10,523
68
$5.37M 0.45%
23,167
-515
69
$5.23M 0.43%
15,609
-128
70
$5.19M 0.43%
69,655
-5,650
71
$5.15M 0.43%
6,597
72
$5.08M 0.42%
210,532
-1,050
73
$5M 0.42%
59,570
-12,895
74
$4.93M 0.41%
259,144
-2,340
75
$4.87M 0.4%
31,048
-100
1 2
3
4 5