TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
This Quarter Return
-16.97%
1 Year Return
+17.56%
3 Year Return
+69.05%
5 Year Return
+124.83%
10 Year Return
+260.07%
AUM
$762M
AUM Growth
+$762M
(-20%)
Cap. Flow
+$4.61M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
31.04%
Holding
213
New
2
Increased
88
Reduced
52
Closed
32
Top Buys
| 1 |
Walt Disney
DIS
|
$3.38M |
| 2 |
TSMC
TSM
|
$2.36M |
| 3 |
Fidelity National Information Services
FIS
|
$1.9M |
| 4 |
Becton Dickinson
BDX
|
$1.44M |
| 5 |
Walmart
WMT
|
$1.33M |
Top Sells
| 1 |
Check Point Software Technologies
CHKP
|
$4.61M |
| 2 |
FedEx
FDX
|
$3.45M |
| 3 |
Hilton Worldwide
HLT
|
$3.18M |
| 4 |
Fortune Brands Innovations
FBIN
|
$2.11M |
| 5 |
Carnival Corp
CCL
|
$1.85M |
Sector Composition
| 1 | Technology | 23.17% |
| 2 | Healthcare | 18.54% |
| 3 | Financials | 12.91% |
| 4 | Communication Services | 9.99% |
| 5 | Consumer Staples | 9.93% |
