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
$1.63B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.83M
3 +$2.56M
4
PYPL icon
PayPal
PYPL
+$2.21M
5
TMUS icon
T-Mobile US
TMUS
+$1.63M

Top Sells

1 +$21.8M
2 +$6.33M
3 +$1.86M
4
IBM icon
IBM
IBM
+$1.64M
5
NVS icon
Novartis
NVS
+$1.57M

Sector Composition

1 Technology 24.76%
2 Healthcare 16.21%
3 Financials 13.51%
4 Communication Services 9.58%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3.62M 0.22%
194,898
-21,937
102
$3.56M 0.22%
21,305
-100
103
$3.49M 0.21%
9,900
-150
104
$3.43M 0.21%
8,250
105
$3.43M 0.21%
13,894
106
$3.23M 0.2%
72,639
-300
107
$2.98M 0.18%
8,595
+40
108
$2.93M 0.18%
14,608
-2,000
109
$2.84M 0.17%
38,735
-2,500
110
$2.78M 0.17%
110,900
+37,850
111
$2.77M 0.17%
4,591
-10
112
$2.74M 0.17%
19,168
-3,350
113
$2.61M 0.16%
15,952
+76
114
$2.58M 0.16%
68,718
-8,694
115
$2.52M 0.15%
8,339
-100
116
$2.51M 0.15%
7,052
-425
117
$2.22M 0.14%
11,765
-400
118
$2.19M 0.13%
6,400
119
$2.19M 0.13%
10,700
120
$2.12M 0.13%
16,266
-11,444
121
$2.1M 0.13%
16,265
-50
122
$2.05M 0.13%
34,859
-79
123
$2.01M 0.12%
9,707
-100
124
$2M 0.12%
10,593
+1,445
125
$1.97M 0.12%
11,400