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
$1.63B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.83M
3 +$2.56M
4
PYPL icon
PayPal
PYPL
+$2.21M
5
TMUS icon
T-Mobile US
TMUS
+$1.63M

Top Sells

1 +$21.8M
2 +$6.33M
3 +$1.86M
4
IBM icon
IBM
IBM
+$1.64M
5
NVS icon
Novartis
NVS
+$1.57M

Sector Composition

1 Technology 24.76%
2 Healthcare 16.21%
3 Financials 13.51%
4 Communication Services 9.58%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$369K 0.02%
3,600
202
$363K 0.02%
10,000
203
$363K 0.02%
10,000
204
$353K 0.02%
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205
$344K 0.02%
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206
$335K 0.02%
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-200
207
$323K 0.02%
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208
$321K 0.02%
380
209
$318K 0.02%
10,000
210
$317K 0.02%
2,300
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211
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5,200
-600
212
$311K 0.02%
4,100
213
$311K 0.02%
640
214
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4,205
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215
$297K 0.02%
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216
$288K 0.02%
3,162
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217
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218
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219
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220
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221
$253K 0.02%
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222
$251K 0.02%
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223
$243K 0.01%
+3,600
224
$238K 0.01%
4,771
225
$237K 0.01%
700