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
$1.22B
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.1M
3
+$1.73M
4
BRO icon
Brown & Brown
BRO
+$1.47M
5
BAH icon
Booz Allen Hamilton
BAH
+$1.17M

Top Sells

1
+$4.92M
2
+$3.82M
3
+$3.15M
4
MDT icon
Medtronic
MDT
+$1.53M
5
META icon
Meta Platforms (Facebook)
META
+$1.52M

Sector Composition

1 Technology 23.63%
2 Healthcare 17.28%
3 Financials 13.49%
4 Consumer Staples 8.99%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$755K 0.06%
36,300
-2,800
152
$704K 0.06%
7,735
153
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154
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155
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156
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159
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163
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165
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167
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170
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