TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
-0.39%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$791M
AUM Growth
+$791M
(+0.15%)
Cap. Flow
+$6.79M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
21.84%
Holding
206
New
5
Increased
77
Reduced
67
Closed
6
Top Buys
| 1 |
Charles Schwab
SCHW
|
$3.97M |
| 2 |
Urban Outfitters
URBN
|
$3.86M |
| 3 |
Caterpillar
CAT
|
$2.03M |
| 4 |
Reliance Steel & Aluminium
RS
|
$2.01M |
| 5 |
Oracle
ORCL
|
$1.81M |
Top Sells
| 1 |
SYT
Syngenta Ag
SYT
|
$6.14M |
| 2 |
Qualcomm
QCOM
|
$4.05M |
| 3 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
$1.38M |
| 4 |
T Rowe Price
TROW
|
$1.01M |
| 5 |
Ralph Lauren
RL
|
$960K |
Sector Composition
| 1 | Healthcare | 15.71% |
| 2 | Financials | 13.23% |
| 3 | Industrials | 12.76% |
| 4 | Technology | 12.34% |
| 5 | Energy | 10.27% |
