TBA
Tower Bridge Advisors Portfolio holdings
AUM
$990M
1-Year Est. Return
22.97%
This Fund
S&P 500
1 Year Est. Return
+22.97%
AUM
$1B
AUM Growth
+$71.1M
(+7.6%)
Holding
199
Top Buys
| 1 | +$6.11M | |
| 2 | +$5.79M | |
| 3 | +$4.3M | |
| 4 |
Philip Morris
PM
|
+$1.63M |
| 5 |
Duke Energy
DUK
|
+$940K |
Top Sells
| 1 | +$6.16M | |
| 2 | +$3.54M | |
| 3 | +$3.48M | |
| 4 |
Aon
AON
|
+$1.93M |
| 5 |
Microsoft
MSFT
|
+$1.29M |
Sector Composition
| 1 | Technology | 29.51% |
| 2 | Financials | 16.81% |
| 3 | Industrials | 11.21% |
| 4 | Healthcare | 10.6% |
| 5 | Communication Services | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Arcos Dorados Holdings
ARCO
$1.63B
| $74.7K | 0.01% |
+11,068
|
|
||
177
FMC
FMC
$1.79B
| – | – |
-4,916
|
|
||
178
Fidelity National Financial
FNF
$12.6B
| – | – |
-8,074
|
|
||
179
Diageo
DEO
$42.7B
| – | – |
-3,270
|
|
||
180
Darden Restaurants
DRI
$22.8B
| – | – |
-1,500
|
|
||
181
Factset
FDS
$7.55B
| – | – |
-450
|
|