TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
+7.27%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$957M
AUM Growth
+$957M
(+6.7%)
Cap. Flow
+$722K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
25.55%
Holding
215
New
7
Increased
60
Reduced
82
Closed
9
Top Buys
| 1 |
Restaurant Brands International
QSR
|
$4.53M |
| 2 |
FedEx
FDX
|
$2.34M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.8M |
| 4 |
NXP Semiconductors
NXPI
|
$1.78M |
| 5 |
Mondelez International
MDLZ
|
$1.16M |
Top Sells
| 1 |
Walt Disney
DIS
|
$5.6M |
| 2 |
Procter & Gamble
PG
|
$2.85M |
| 3 |
Invesco
IVZ
|
$2.21M |
| 4 |
Qualcomm
QCOM
|
$1.05M |
| 5 |
United Natural Foods
UNFI
|
$811K |
Sector Composition
| 1 | Technology | 20.27% |
| 2 | Healthcare | 15.72% |
| 3 | Financials | 13.51% |
| 4 | Industrials | 10.04% |
| 5 | Consumer Discretionary | 8.17% |
