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
$900M
AUM Growth
-$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$21M
2 +$7.01M
3 +$2.2M
4
UNH icon
UnitedHealth
UNH
+$1.59M
5
FANG icon
Diamondback Energy
FANG
+$1.16M

Top Sells

1 +$19.3M
2 +$7.72M
3 +$6.55M
4
AAPL icon
Apple
AAPL
+$5.07M
5
MSFT icon
Microsoft
MSFT
+$4.75M

Sector Composition

1 Technology 27%
2 Healthcare 14.65%
3 Financials 13.86%
4 Industrials 11.14%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-17,856
177
-3,405
178
-3,010
179
-617
180
-3,000
181
-26,182
182
-29,397
183
-22,648