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
76
$4.35M 0.36%
12,245
+341
77
$4.27M 0.35%
40,540
+6,975
78
$4.24M 0.35%
40,700
-1,354
79
$4.23M 0.35%
17,511
+1,150
80
$4.22M 0.35%
56,173
-1,785
81
$3.74M 0.31%
6,597
82
$3.72M 0.3%
98,005
-13,300
83
$3.66M 0.3%
95,971
-2,272
84
$3.66M 0.3%
27,890
-1,285
85
$3.56M 0.29%
31,790
-1,510
86
$3.47M 0.28%
37,179
-775
87
$3.34M 0.27%
36,246
-1,950
88
$3.28M 0.27%
137,604
-8,445
89
$3.24M 0.27%
41,347
-2,188
90
$3.14M 0.26%
40,123
-2,678
91
$3.08M 0.25%
18,857
-65
92
$3.03M 0.25%
34,484
-9,160
93
$2.96M 0.24%
6,706
+3,923
94
$2.92M 0.24%
12,014
+26
95
$2.79M 0.23%
13,161
-100
96
$2.76M 0.23%
5,842
-186
97
$2.69M 0.22%
139,833
-5,565
98
$2.67M 0.22%
16,177
99
$2.6M 0.21%
13,927
-450
100
$2.58M 0.21%
6,255
-125
2 3
4
5 6