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
101
$2.51M 0.21%
8,189
102
$2.4M 0.2%
12,300
+1,300
103
$2.38M 0.2%
72,980
-4,595
104
$2.37M 0.19%
17,627
-1,130
105
$2.36M 0.19%
6,822
-71
106
$2.34M 0.19%
22,472
-4,451
107
$2.31M 0.19%
23,475
-38,865
108
$2.23M 0.18%
9,745
-97
109
$2.19M 0.18%
73,274
110
$2.17M 0.18%
76,019
+5,502
111
$2.06M 0.17%
5,992
112
$2.04M 0.17%
8,000
113
$2.01M 0.16%
10,829
+229
114
$1.86M 0.15%
89,795
+2,200
115
$1.85M 0.15%
19,975
+12,575
116
$1.84M 0.15%
24,283
-730
117
$1.83M 0.15%
23,927
-6,721
118
$1.81M 0.15%
21,180
119
$1.75M 0.14%
18,144
-270
120
$1.66M 0.14%
13,075
-430
121
$1.59M 0.13%
126,600
+4,050
122
$1.58M 0.13%
15,605
123
$1.58M 0.13%
29,830
+10,250
124
$1.56M 0.13%
16,800
-52,855
125
$1.53M 0.13%
15,439
+105
3 4
5
6 7