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
$1.22B
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.1M
3
+$1.73M
4
BRO icon
Brown & Brown
BRO
+$1.47M
5
BAH icon
Booz Allen Hamilton
BAH
+$1.17M

Top Sells

1
+$4.92M
2
+$3.82M
3
+$3.15M
4
MDT icon
Medtronic
MDT
+$1.53M
5
META icon
Meta Platforms (Facebook)
META
+$1.52M

Sector Composition

1 Technology 23.63%
2 Healthcare 17.28%
3 Financials 13.49%
4 Consumer Staples 8.99%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.06M 0.66%
134,348
-1,600
52
$8.04M 0.66%
63,053
-302
53
$7.7M 0.63%
24,931
+29
54
$7.67M 0.63%
16,224
-63
55
$7.56M 0.62%
23,767
-159
56
$7.46M 0.61%
36,528
+4,084
57
$7.31M 0.6%
179,179
-390
58
$6.91M 0.57%
64,956
+1,500
59
$6.54M 0.54%
45,153
+2,150
60
$6.42M 0.53%
230,980
+7,350
61
$6.39M 0.52%
31,767
+2,295
62
$6.31M 0.52%
99,243
+12,168
63
$6.26M 0.51%
90,327
-372
64
$6.14M 0.5%
60,605
-906
65
$6.12M 0.5%
45,718
-379
66
$5.67M 0.46%
70,382
-18,980
67
$5.51M 0.45%
71,455
+3,373
68
$5.39M 0.44%
15,639
+30
69
$5.37M 0.44%
27,355
-672
70
$5.36M 0.44%
206,990
-3,542
71
$5.36M 0.44%
31,273
+225
72
$5.23M 0.43%
249,219
-9,925
73
$5.16M 0.42%
49,948
-9,622
74
$5.11M 0.42%
22,624
-543
75
$4.59M 0.38%
122,860
+105,635
1 2
3
4 5