TBA

Tower Bridge Advisors Portfolio holdings

AUM $1B
1-Year Est. Return 19.31%
This Quarter Est. Return
1 Year Est. Return
+19.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$895M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$798K
3
+$729K
4
AMZN icon
Amazon
AMZN
+$646K
5
PG icon
Procter & Gamble
PG
+$611K

Top Sells

1
+$4.05M
2
+$2M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.59M
5
LEN icon
Lennar Class A
LEN
+$1.14M

Sector Composition

1 Technology 24.81%
2 Financials 16.67%
3 Healthcare 13.79%
4 Industrials 11.44%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.09M 0.57%
40,904
-1,762
52
$4.98M 0.56%
21,092
+125
53
$4.91M 0.55%
20,157
-1,037
54
$4.86M 0.54%
12,663
-5,205
55
$4.85M 0.54%
20,940
-29
56
$4.74M 0.53%
138,945
+1,600
57
$4.53M 0.51%
66,709
-325
58
$4.5M 0.5%
21,483
59
$4.38M 0.49%
8,625
-156
60
$4.33M 0.48%
13,909
+430
61
$4.31M 0.48%
192,193
-6,651
62
$4.31M 0.48%
39,196
-350
63
$4.24M 0.47%
14,379
-498
64
$4.08M 0.46%
20,234
65
$4.08M 0.46%
37,600
+3,900
66
$3.94M 0.44%
43,866
-4,200
67
$3.85M 0.43%
8,201
-50
68
$3.8M 0.42%
7,849
69
$3.72M 0.42%
41,404
-1,154
70
$3.58M 0.4%
58,078
+1,200
71
$3.47M 0.39%
12,899
+447
72
$3.31M 0.37%
13,303
-170
73
$3.07M 0.34%
73,518
+1,078
74
$3.05M 0.34%
141,633
-4,495
75
$2.97M 0.33%
11,213
+360
1 2
3
4 5