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
$110M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$1.87M
3 +$1.53M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.08M
5
NXPI icon
NXP Semiconductors
NXPI
+$987K

Top Sells

1 +$315K
2 +$274K
3 +$21K
4
RPM icon
RPM International
RPM
+$18.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.1K

Sector Composition

1 Technology 19.71%
2 Financials 14.35%
3 Healthcare 9.35%
4 Consumer Staples 8.68%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K 0.01%
150
252
$9K 0.01%
2,500
253
$9K 0.01%
97
254
$9K 0.01%
300
255
$9K 0.01%
268
256
$9K 0.01%
40
257
$9K 0.01%
1,050
258
$8K 0.01%
110
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451
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$8K 0.01%
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25
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7
264
$7K 0.01%
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$6K 0.01%
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400
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650
-34,115
268
$6K 0.01%
41
269
$6K 0.01%
254
270
$6K 0.01%
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$6K 0.01%
100
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$5K ﹤0.01%
24
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$5K ﹤0.01%
50
274
$5K ﹤0.01%
64
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$5K ﹤0.01%
89