TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
1-Year Est. Return
17.56%
1 Year Est. Return
+17.56%
AUM
$930M
AUM Growth
+$35.3M
(+3.9%)
Holding
208
Top Buys
| 1 | +$1.52M | |
| 2 | +$1.22M | |
| 3 | +$975K | |
| 4 |
Amazon
AMZN
|
+$948K |
| 5 |
NiSource
NI
|
+$843K |
Top Sells
| 1 | +$3.16M | |
| 2 | +$2.12M | |
| 3 | +$1.89M | |
| 4 |
UnitedHealth
UNH
|
+$1.76M |
| 5 |
Apple
AAPL
|
+$1.21M |
Sector Composition
| 1 | Technology | 29% |
| 2 | Financials | 17.11% |
| 3 | Industrials | 11.47% |
| 4 | Healthcare | 11.05% |
| 5 | Communication Services | 8.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
LyondellBasell Industries
LYB
$15.3B
| – | – |
-2,900
|
|
||
177
UDR
UDR
$12B
| – | – |
-4,798
|
|