LB

Legacy Bridge Portfolio holdings

AUM $211M
1-Year Est. Return 39.35%
This Quarter Est. Return
1 Year Est. Return
+39.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$1.03M
3 +$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$21.8K 0.02%
300
227
$21.4K 0.02%
125
228
$21.2K 0.01%
313
229
$19.4K 0.01%
86
230
$18.7K 0.01%
500
231
$17.8K 0.01%
59
232
$17.6K 0.01%
110
233
$17.4K 0.01%
135
234
$17.1K 0.01%
132
235
$17.1K 0.01%
500
236
$16.6K 0.01%
200
237
$16.3K 0.01%
161
238
$16.1K 0.01%
539
239
$15.9K 0.01%
300
240
$15.9K 0.01%
111
241
$15.5K 0.01%
800
242
$15.3K 0.01%
140
243
$15.1K 0.01%
317
244
$14.8K 0.01%
150
245
$14.6K 0.01%
100
246
$14.4K 0.01%
570
247
$14.1K 0.01%
600
248
$14.1K 0.01%
233
249
$13.7K 0.01%
245
250
$13.7K 0.01%
431
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