TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
+3.77%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$811M
AUM Growth
+$811M
(+4.2%)
Cap. Flow
+$28.6M
Cap. Flow
% of AUM
3.53%
Top 10 Holdings %
Top 10 Hldgs %
22.86%
Holding
213
New
9
Increased
52
Reduced
67
Closed
7
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$9.1M |
| 2 |
Apple
AAPL
|
$8.06M |
| 3 |
Blackstone
BX
|
$7.17M |
| 4 |
Enterprise Products Partners
EPD
|
$3.82M |
| 5 |
Microsoft
MSFT
|
$3.19M |
Top Sells
| 1 |
KeyCorp
KEY
|
$4.52M |
| 2 |
T Rowe Price
TROW
|
$2.52M |
| 3 |
JWN
Nordstrom
JWN
|
$2.2M |
| 4 |
Chevron
CVX
|
$1.05M |
| 5 |
NBL
Noble Energy, Inc.
NBL
|
$1.02M |
Sector Composition
| 1 | Healthcare | 13.76% |
| 2 | Industrials | 13.46% |
| 3 | Technology | 13.26% |
| 4 | Financials | 12.92% |
| 5 | Energy | 12.14% |
