TBA
Tower Bridge Advisors Portfolio holdings
AUM
$1B
1-Year Est. Return
19.31%
1 Year Est. Return
+19.31%
AUM
$1B
AUM Growth
+$71.1M
(+7.6%)
Holding
199
Top Buys
| 1 | +$5.76M | |
| 2 | +$5.58M | |
| 3 | +$4.32M | |
| 4 |
Philip Morris
PM
|
+$1.58M |
| 5 |
Duke Energy
DUK
|
+$959K |
Top Sells
| 1 | +$7.03M | |
| 2 | +$3.85M | |
| 3 | +$3.48M | |
| 4 |
Aon
AON
|
+$1.9M |
| 5 |
Microsoft
MSFT
|
+$1.3M |
Sector Composition
| 1 | Technology | 29.51% |
| 2 | Financials | 16.81% |
| 3 | Industrials | 11.21% |
| 4 | Healthcare | 10.6% |
| 5 | Communication Services | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Arcos Dorados Holdings
ARCO
$1.56B
| $74.7K | 0.01% |
+11,068
|
|
||
177
Diageo
DEO
$48.8B
| – | – |
-3,270
|
|
||
178
Darden Restaurants
DRI
$21.3B
| – | – |
-1,500
|
|
||
179
Factset
FDS
$10.9B
| – | – |
-450
|
|
||
180
FMC
FMC
$1.71B
| – | – |
-4,916
|
|
||
181
Fidelity National Financial
FNF
$15.6B
| – | – |
-8,074
|
|