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
$186M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$1.58M
3 +$1.29M
4
NFG icon
National Fuel Gas
NFG
+$1.07M
5
BK icon
Bank of New York Mellon
BK
+$1.04M

Top Sells

1 +$945K
2 +$634K
3 +$363K
4
TM icon
Toyota
TM
+$296K
5
MSFT icon
Microsoft
MSFT
+$293K

Sector Composition

1 Technology 25.11%
2 Industrials 14.01%
3 Financials 10.47%
4 Consumer Discretionary 8.08%
5 Healthcare 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$24.4K 0.01%
582
-421
227
$24.4K 0.01%
67
+8
228
$23.9K 0.01%
+230
229
$23K 0.01%
295
230
$21.2K 0.01%
161
231
$21K 0.01%
150
232
$20.6K 0.01%
102
+17
233
$20.3K 0.01%
132
234
$19.9K 0.01%
204
235
$19.9K 0.01%
99
+24
236
$19.7K 0.01%
40
237
$19.3K 0.01%
539
238
$17.6K 0.01%
140
239
$17.3K 0.01%
317
240
$16.5K 0.01%
110
241
$16.4K 0.01%
150
242
$14.6K 0.01%
54
243
$14.2K 0.01%
245
244
$13.7K 0.01%
50
245
$13K 0.01%
180
246
$12.8K 0.01%
440
247
$12.7K 0.01%
600
248
$12.1K 0.01%
90
249
$12.1K 0.01%
496
250
$12K 0.01%
225