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
$138M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.26M
3 +$1.17M
4
NEE icon
NextEra Energy
NEE
+$1.14M
5
RHI icon
Robert Half
RHI
+$1.09M

Top Sells

1 +$491K
2 +$336K
3 +$288K
4
C icon
Citigroup
C
+$277K
5
COP icon
ConocoPhillips
COP
+$210K

Sector Composition

1 Technology 19.87%
2 Financials 13.93%
3 Industrials 11.63%
4 Healthcare 8.78%
5 Consumer Staples 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$11K 0.01%
110
252
$11K 0.01%
2,500
253
$11K 0.01%
156
254
$11K 0.01%
451
255
$11K 0.01%
65
256
$11K 0.01%
111
257
$10K 0.01%
350
258
$10K 0.01%
268
259
$10K 0.01%
47
260
$9K 0.01%
97
261
$9K 0.01%
300
262
$9K 0.01%
47
263
$9K 0.01%
40
264
$9K 0.01%
200
265
$8K 0.01%
400
266
$8K 0.01%
650
267
$7K 0.01%
135
268
$7K 0.01%
25
269
$7K 0.01%
7
270
$7K 0.01%
254
271
$7K 0.01%
100
272
$6K ﹤0.01%
24
273
$6K ﹤0.01%
41
274
$6K ﹤0.01%
89
275
$6K ﹤0.01%
300