TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
+13.73%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$862M
AUM Growth
+$862M
(+11%)
Cap. Flow
-$16.6M
Cap. Flow
% of AUM
-1.93%
Top 10 Holdings %
Top 10 Hldgs %
26%
Holding
210
New
13
Increased
40
Reduced
98
Closed
3
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$1.44M |
| 2 |
Walt Disney
DIS
|
$1.42M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.23M |
| 4 |
Brown & Brown
BRO
|
$1.22M |
| 5 |
Cisco
CSCO
|
$1.15M |
Top Sells
| 1 |
Fortive
FTV
|
$3.85M |
| 2 |
Diageo
DEO
|
$1.93M |
| 3 |
Microsoft
MSFT
|
$1.88M |
| 4 |
Synchrony
SYF
|
$1.81M |
| 5 |
Qualcomm
QCOM
|
$1.68M |
Sector Composition
| 1 | Technology | 19.87% |
| 2 | Healthcare | 17.24% |
| 3 | Financials | 12.58% |
| 4 | Industrials | 9.62% |
| 5 | Consumer Staples | 8.7% |
