TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
+1.54%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$897M
AUM Growth
+$897M
(-0.57%)
Cap. Flow
-$12.2M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
24.75%
Holding
211
New
12
Increased
55
Reduced
84
Closed
3
Top Buys
| 1 |
APC
Anadarko Petroleum
APC
|
$2.09M |
| 2 |
3M
MMM
|
$1.72M |
| 3 |
DuPont de Nemours
DD
|
$1.69M |
| 4 |
Walt Disney
DIS
|
$1.63M |
| 5 |
Restaurant Brands International
QSR
|
$1.01M |
Top Sells
| 1 |
Whirlpool
WHR
|
$8.21M |
| 2 |
Expedia Group
EXPE
|
$3.93M |
| 3 |
Blackstone
BX
|
$1.27M |
| 4 |
Qualcomm
QCOM
|
$947K |
| 5 |
Microsoft
MSFT
|
$933K |
Sector Composition
| 1 | Technology | 19.18% |
| 2 | Healthcare | 14.6% |
| 3 | Financials | 14.19% |
| 4 | Industrials | 9.61% |
| 5 | Consumer Staples | 8.83% |
