TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
-12.74%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$776M
AUM Growth
+$776M
(-19%)
Cap. Flow
-$49M
Cap. Flow
% of AUM
-6.31%
Top 10 Holdings %
Top 10 Hldgs %
25.69%
Holding
213
New
7
Increased
44
Reduced
101
Closed
16
Top Buys
| 1 |
Moody's
MCO
|
$4.79M |
| 2 |
Linde
LIN
|
$2.26M |
| 3 |
Cisco
CSCO
|
$2.1M |
| 4 |
Bristol-Myers Squibb
BMY
|
$1.59M |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.58M |
Top Sells
| 1 |
3M
MMM
|
$5.23M |
| 2 |
AET
Aetna Inc
AET
|
$4.94M |
| 3 |
DuPont de Nemours
DD
|
$4.79M |
| 4 |
Toll Brothers
TOL
|
$4.29M |
| 5 |
McDonald's
MCD
|
$3.35M |
Sector Composition
| 1 | Technology | 19.62% |
| 2 | Healthcare | 17.74% |
| 3 | Financials | 12.59% |
| 4 | Consumer Staples | 9.15% |
| 5 | Industrials | 9.03% |
