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
$171M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$480K
3 +$445K
4
SHEL icon
Shell
SHEL
+$88K
5
BRBR icon
BellRing Brands
BRBR
+$2K

Top Sells

1 +$3.51M
2 +$992K
3 +$837K
4
DAR icon
Darling Ingredients
DAR
+$439K
5
EW icon
Edwards Lifesciences
EW
+$389K

Sector Composition

1 Technology 18.72%
2 Industrials 13.15%
3 Financials 12.92%
4 Healthcare 9.35%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$14K 0.01%
110
252
$14K 0.01%
249
253
$14K 0.01%
451
254
$14K 0.01%
300
255
$13K 0.01%
239
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$13K 0.01%
111
257
$12K 0.01%
156
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$12K 0.01%
440
259
$12K 0.01%
40
260
$12K 0.01%
5
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$11K 0.01%
60
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$11K 0.01%
230
-350
263
$11K 0.01%
417
264
$10K 0.01%
7
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$10K 0.01%
47
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$9K 0.01%
97
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$9K 0.01%
110
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$9K 0.01%
82
270
$9K 0.01%
200
271
$8K ﹤0.01%
135
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$8K ﹤0.01%
60
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$8K ﹤0.01%
25
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$8K ﹤0.01%
192
275
$8K ﹤0.01%
710