TBA
Tower Bridge Advisors Portfolio holdings
AUM
$930M
1-Year Est. Return
17.56%
1 Year Est. Return
+17.56%
AUM
$895M
AUM Growth
-$44M
(-4.7%)
Holding
211
Top Buys
| 1 | +$7.44M | |
| 2 | +$798K | |
| 3 | +$729K | |
| 4 |
Amazon
AMZN
|
+$646K |
| 5 |
Procter & Gamble
PG
|
+$611K |
Top Sells
| 1 | +$4.05M | |
| 2 | +$2M | |
| 3 | +$1.83M | |
| 4 |
Microsoft
MSFT
|
+$1.59M |
| 5 |
Lennar Class A
LEN
|
+$1.14M |
Sector Composition
| 1 | Technology | 24.81% |
| 2 | Financials | 16.67% |
| 3 | Healthcare | 13.79% |
| 4 | Industrials | 11.44% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Equinix
EQIX
$82.2B
| – | – |
-235
|
|
||
177
Restaurant Brands International
QSR
$22.1B
| – | – |
-5,300
|
|
||
178
Regions Financial
RF
$21.9B
| – | – |
-8,809
|
|
||
179
Skyworks Solutions
SWKS
$11B
| – | – |
-2,600
|
|
||
180
Target
TGT
$42.8B
| – | – |
-6,322
|
|