TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
+4.09%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$894M
AUM Growth
+$894M
(+3.8%)
Cap. Flow
+$812K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
26.26%
Holding
219
New
12
Increased
63
Reduced
65
Closed
7
Top Buys
| 1 |
Lowe's Companies
LOW
|
$5.77M |
| 2 |
Dow Inc
DOW
|
$3.54M |
| 3 |
Home Depot
HD
|
$3.17M |
| 4 |
3M
MMM
|
$2.69M |
| 5 |
Honeywell
HON
|
$2.05M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$8.56M |
| 2 |
Cognizant
CTSH
|
$5.56M |
| 3 |
RTX Corp
RTX
|
$2.71M |
| 4 |
APC
Anadarko Petroleum
APC
|
$2.62M |
| 5 |
Halliburton
HAL
|
$2.18M |
Sector Composition
| 1 | Technology | 19.54% |
| 2 | Healthcare | 16.76% |
| 3 | Financials | 13.22% |
| 4 | Industrials | 9.41% |
| 5 | Consumer Staples | 8.95% |
