TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
+0.3%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$789M
AUM Growth
+$789M
(-2.9%)
Cap. Flow
-$11.6M
Cap. Flow
% of AUM
-1.47%
Top 10 Holdings %
Top 10 Hldgs %
21.92%
Holding
210
New
4
Increased
77
Reduced
66
Closed
9
Top Buys
| 1 |
Visa
V
|
$10.1M |
| 2 |
Jacobs Solutions
J
|
$4.58M |
| 3 |
Truist Financial
TFC
|
$3.06M |
| 4 |
Merck
MRK
|
$2.59M |
| 5 |
NOV
NOV
|
$2.35M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$6.16M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$5.66M |
| 3 |
Bristol-Myers Squibb
BMY
|
$4.79M |
| 4 |
APC
Anadarko Petroleum
APC
|
$3.21M |
| 5 |
Franklin Resources
BEN
|
$2.91M |
Sector Composition
| 1 | Healthcare | 15.65% |
| 2 | Industrials | 12.57% |
| 3 | Technology | 12.55% |
| 4 | Financials | 12.13% |
| 5 | Energy | 10.66% |
