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TBA
Tower Bridge Advisors Portfolio holdings
AUM
$1.04B
1-Year Est. Return
23.66%
This Fund
S&P 500
This Quarter
Est. Return
+1.64%
1 Year Est. Return
+23.66%
3 Year Est. Return
+73.59%
5 Year Est. Return
+91.36%
10 Year Est. Return
+296.99%
AUM
$675M
AUM Growth
–
Cap. Flow
+$678M
Cap. Flow
% of AUM
100.46%
Top 10 Holdings %
Top 10 Hldgs %
23.34%
Holding
196
New
196
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$29.7M |
| 2 |
Johnson & Johnson
JNJ
|
+$16.6M |
| 3 |
IBM
IBM
|
+$16.6M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$15.1M |
| 5 |
PepsiCo
PEP
|
+$13.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.55% |
| 2 | Financials | 12.96% |
| 3 | Industrials | 12.79% |
| 4 | Energy | 11.45% |
| 5 | Technology | 11.22% |
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Tower Bridge Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Tower Bridge Advisors, which disclosed 196 positions worth $675M. Its ten largest holdings account for 23% of the portfolio.
Its largest position is ExxonMobil: 330,096 shares worth $29.8M.
By sector, the portfolio is most concentrated in Healthcare at 15% of assets, followed by Financials and Industrials.
- Tower Bridge Advisors's largest Q2 2013 buy was ExxonMobil: 330,096 shares worth $29.8M.
- Tower Bridge Advisors's ten largest holdings make up 23% of its $675M portfolio in Q2 2013.
- Tower Bridge Advisors disclosed 196 positions in Q2 2013, its first 13F filing on record.
Based on Tower Bridge Advisors's 13F filing for Q2 2013, filed 24 Jul 2013.