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
$939M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$763K
2 +$679K
3 +$555K
4
RTX icon
RTX Corp
RTX
+$516K
5
TMUS icon
T-Mobile US
TMUS
+$507K

Top Sells

1 +$1.7M
2 +$1.5M
3 +$1.34M
4
LLY icon
Eli Lilly
LLY
+$1.03M
5
CVS icon
CVS Health
CVS
+$1.03M

Sector Composition

1 Technology 26.96%
2 Financials 15.2%
3 Healthcare 13.05%
4 Industrials 11.46%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-16,792
177
-277
178
-2,400
179
-2,505