TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
-0.29%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$793M
AUM Growth
+$793M
(-2.2%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-1.61%
Top 10 Holdings %
Top 10 Hldgs %
22.51%
Holding
209
New
3
Increased
40
Reduced
89
Closed
11
Top Buys
| 1 |
Jacobs Solutions
J
|
$4.18M |
| 2 |
Colgate-Palmolive
CL
|
$3.86M |
| 3 |
Kinder Morgan
KMI
|
$1.82M |
| 4 |
Ralph Lauren
RL
|
$1.38M |
| 5 |
Procter & Gamble
PG
|
$817K |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$4.05M |
| 2 |
Comerica
CMA
|
$3.35M |
| 3 |
EMC
EMC CORPORATION
EMC
|
$2.59M |
| 4 |
Robert Half
RHI
|
$2.24M |
| 5 |
KeyCorp
KEY
|
$1.76M |
Sector Composition
| 1 | Healthcare | 14.21% |
| 2 | Technology | 13.38% |
| 3 | Industrials | 13.3% |
| 4 | Financials | 12.06% |
| 5 | Energy | 11.58% |
