TBA

Tower Bridge Advisors Portfolio holdings

AUM $930M
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.83M
3
+$2.56M
4
PYPL icon
PayPal
PYPL
+$2.21M
5
TMUS icon
T-Mobile US
TMUS
+$1.63M

Top Sells

1
+$21.8M
2
+$6.33M
3
+$1.86M
4
IBM icon
IBM
IBM
+$1.64M
5
NVS icon
Novartis
NVS
+$1.57M

Sector Composition

1 Technology 24.76%
2 Healthcare 16.21%
3 Financials 13.51%
4 Communication Services 9.58%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.93M 0.12%
18,364
-1,566
127
$1.92M 0.12%
12,349
-650
128
$1.82M 0.11%
33,927
-667
129
$1.82M 0.11%
6,592
-1,600
130
$1.77M 0.11%
10,800
-70
131
$1.55M 0.1%
21,590
-550
132
$1.55M 0.1%
8,000
133
$1.53M 0.09%
11,000
134
$1.43M 0.09%
21,180
-3,000
135
$1.32M 0.08%
35,346
-3,300
136
$1.31M 0.08%
545
+125
137
$1.27M 0.08%
23,417
-300
138
$1.23M 0.08%
6,128
+250
139
$1.22M 0.07%
25,500
140
$1.21M 0.07%
15,443
-1,000
141
$1.19M 0.07%
7,000
142
$1.16M 0.07%
16,072
143
$1.15M 0.07%
20,319
-75
144
$1.13M 0.07%
15,628
-600
145
$1.08M 0.07%
20,096
146
$1.05M 0.06%
4,565
147
$1.04M 0.06%
43,883
+18,983
148
$1.03M 0.06%
2,400
149
$1.03M 0.06%
5,100
-325
150
$1.02M 0.06%
40,300
-1,800
4 5
6
7 8