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
$97M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$909K
3 +$743K
4
BA icon
Boeing
BA
+$715K
5
MU icon
Micron Technology
MU
+$579K

Top Sells

1 +$633K
2 +$475K
3 +$280K
4
BX icon
Blackstone
BX
+$149K
5
EQR icon
Equity Residential
EQR
+$78K

Sector Composition

1 Financials 23.6%
2 Technology 12.09%
3 Industrials 11.3%
4 Consumer Staples 8.72%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$12K 0.01%
+320
252
$12K 0.01%
+4,432
253
$11K 0.01%
150
254
$11K 0.01%
400
255
$11K 0.01%
+1,200
256
$11K 0.01%
+350
257
$11K 0.01%
+125
258
$11K 0.01%
125
259
$11K 0.01%
+190
260
$10K 0.01%
+2,358
261
$10K 0.01%
162
262
$10K 0.01%
+456
263
$10K 0.01%
+190
264
$10K 0.01%
+1,790
265
$10K 0.01%
+1,900
266
$10K 0.01%
+1,050
267
$10K 0.01%
+140
268
$9K 0.01%
+204
269
$9K 0.01%
110
270
$9K 0.01%
+173
271
$9K 0.01%
+478
272
$9K 0.01%
180
273
$8K 0.01%
+1,801
274
$8K 0.01%
+177
275
$8K 0.01%
+400