TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
+4%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$825M
AUM Growth
+$825M
(+0.46%)
Cap. Flow
-$17.9M
Cap. Flow
% of AUM
-2.17%
Top 10 Holdings %
Top 10 Hldgs %
23.21%
Holding
217
New
9
Increased
36
Reduced
114
Closed
7
Top Buys
| 1 |
Medtronic
MDT
|
$7.61M |
| 2 |
Bristol-Myers Squibb
BMY
|
$4.16M |
| 3 |
Digital Realty Trust
DLR
|
$3.16M |
| 4 |
Invesco
IVZ
|
$3.04M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.44M |
Top Sells
| 1 |
Novartis
NVS
|
$3.05M |
| 2 |
Goldman Sachs
GS
|
$2.5M |
| 3 |
Caterpillar
CAT
|
$2.26M |
| 4 |
CVS Health
CVS
|
$2.14M |
| 5 |
Colgate-Palmolive
CL
|
$1.69M |
Sector Composition
| 1 | Healthcare | 15.38% |
| 2 | Technology | 14.28% |
| 3 | Financials | 13.95% |
| 4 | Industrials | 10.85% |
| 5 | Consumer Staples | 9.96% |
