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
$104M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1 +$929K
2 +$768K
3 +$635K
4
QRVO icon
Qorvo
QRVO
+$566K
5
PANW icon
Palo Alto Networks
PANW
+$328K

Top Sells

1 +$827K
2 +$404K
3 +$281K
4
BX icon
Blackstone
BX
+$175K
5
EQR icon
Equity Residential
EQR
+$89K

Sector Composition

1 Financials 23.11%
2 Technology 13.79%
3 Industrials 10.12%
4 Consumer Staples 8.5%
5 Healthcare 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$12K 0.01%
150
252
$12K 0.01%
190
253
$11K 0.01%
400
254
$11K 0.01%
350
255
$11K 0.01%
675
256
$11K 0.01%
185
257
$11K 0.01%
1,900
258
$11K 0.01%
1,510
259
$11K 0.01%
4,432
260
$10K 0.01%
2,277
-81
261
$10K 0.01%
110
262
$10K 0.01%
190
263
$10K 0.01%
125
264
$10K 0.01%
1,790
265
$10K 0.01%
125
266
$10K 0.01%
140
267
$9K 0.01%
180
268
$9K 0.01%
400
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$9K 0.01%
162
270
$9K 0.01%
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271
$9K 0.01%
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$9K 0.01%
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273
$9K 0.01%
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274
$8K 0.01%
1,801
275
$8K 0.01%
177