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
$697M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$3.22M
3 +$2.77M
4
BEN icon
Franklin Resources
BEN
+$1.37M
5
CCL icon
Carnival Corp
CCL
+$950K

Top Sells

1 +$3.16M
2 +$1.55M
3 +$1.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.32M
5
ORCL icon
Oracle
ORCL
+$1.26M

Sector Composition

1 Healthcare 14.56%
2 Industrials 13.72%
3 Financials 12.76%
4 Technology 12.44%
5 Energy 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$113K 0.02%
12,500
177
$15 ﹤0.01%
15,000
178
-2,550
179
-61,100