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
$1.23B
AUM Growth
+$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$6.81M
2 +$5.42M
3 +$4.88M
4
PYPL icon
PayPal
PYPL
+$4.81M
5
HON icon
Honeywell
HON
+$3.93M

Top Sells

1 +$5.88M
2 +$2.48M
3 +$2M
4
K icon
Kellanova
K
+$1.56M
5
BA icon
Boeing
BA
+$691K

Sector Composition

1 Technology 25.28%
2 Healthcare 17.04%
3 Financials 13.39%
4 Communication Services 9.85%
5 Consumer Staples 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$230K 0.02%
1,900
-500
202
$230K 0.02%
4,928
203
$229K 0.02%
2,400
204
$213K 0.02%
640
205
$208K 0.02%
+3,366
206
$203K 0.02%
+4,771
207
$171K 0.01%
13,463
-2,000
208
$171K 0.01%
11,806
209
-11,975
210
-973
211
-1,500
212
$0 ﹤0.01%
131,244
213
-4,830