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
$801M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$4.75M
3
+$2.71M
4
TFC icon
Truist Financial
TFC
+$2.41M
5
TOL icon
Toll Brothers
TOL
+$1.83M

Top Sells

1
+$3.79M
2
+$3.44M
3
+$3.29M
4
EMC
EMC CORPORATION
EMC
+$1.93M
5
BX icon
Blackstone
BX
+$1.72M

Sector Composition

1 Healthcare 16.59%
2 Industrials 12.14%
3 Technology 11.99%
4 Financials 11.66%
5 Consumer Staples 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$386K 0.05%
4,908
152
$378K 0.05%
3,588
153
$375K 0.05%
+4,000
154
$366K 0.05%
4,600
155
$357K 0.04%
7,428
156
$352K 0.04%
11,200
+3,000
157
$349K 0.04%
+2,800
158
$349K 0.04%
4,750
-14,270
159
$335K 0.04%
8,806
160
$325K 0.04%
6,900
+1,400
161
$314K 0.04%
352,000
+52,000
162
$308K 0.04%
6,500
163
$298K 0.04%
1,900
164
$297K 0.04%
2,110
+60
165
$296K 0.04%
7,550
166
$294K 0.04%
21,988
-3,334
167
$293K 0.04%
4,675
168
$288K 0.04%
4,944
169
$288K 0.04%
4,001
170
$278K 0.03%
4,729
-140
171
$274K 0.03%
4,500
172
$269K 0.03%
7,348
173
$269K 0.03%
2,686
174
$266K 0.03%
4,430
175
$265K 0.03%
4,275
+500
4 5 6
7
8