TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
+6.41%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$932M
AUM Growth
+$932M
(+6%)
Cap. Flow
+$2.98M
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
24.08%
Holding
217
New
16
Increased
71
Reduced
80
Closed
6
Top Buys
| 1 |
IBM
IBM
|
$5.75M |
| 2 |
Halliburton
HAL
|
$2.06M |
| 3 |
Emerson Electric
EMR
|
$1.75M |
| 4 |
Philip Morris
PM
|
$1.58M |
| 5 |
Verizon
VZ
|
$1.19M |
Top Sells
| 1 |
GE Aerospace
GE
|
$2.41M |
| 2 |
HDS
HD Supply Holdings, Inc.
HDS
|
$2.19M |
| 3 |
AET
Aetna Inc
AET
|
$2.04M |
| 4 |
Schlumberger
SLB
|
$1.84M |
| 5 |
Qualcomm
QCOM
|
$1.4M |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Healthcare | 15.25% |
| 3 | Financials | 14.63% |
| 4 | Industrials | 10.05% |
| 5 | Consumer Discretionary | 9.47% |
