TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
+3.14%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$821M
AUM Growth
+$821M
(+2.3%)
Cap. Flow
+$1.44M
Cap. Flow
% of AUM
0.18%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
214
New
6
Increased
62
Reduced
71
Closed
6
Top Buys
| 1 |
Oracle
ORCL
|
$3.93M |
| 2 |
Fortive
FTV
|
$3.39M |
| 3 |
Walt Disney
DIS
|
$3.36M |
| 4 |
CVS Health
CVS
|
$3.13M |
| 5 |
Perrigo
PRGO
|
$1.54M |
Top Sells
| 1 |
W.W. Grainger
GWW
|
$6.99M |
| 2 |
PX
Praxair Inc
PX
|
$5.25M |
| 3 |
Digital Realty Trust
DLR
|
$1.78M |
| 4 |
Goldman Sachs
GS
|
$1.59M |
| 5 |
EMC
EMC CORPORATION
EMC
|
$1.32M |
Sector Composition
| 1 | Healthcare | 16.16% |
| 2 | Technology | 14.07% |
| 3 | Financials | 11.9% |
| 4 | Consumer Staples | 11.42% |
| 5 | Industrials | 10.72% |
