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
$125M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$18.8K
3 +$17.2K
4
MS icon
Morgan Stanley
MS
+$13.8K
5
PG icon
Procter & Gamble
PG
+$12.6K

Top Sells

1 +$1.03M
2 +$801K
3 +$615K
4
VZ icon
Verizon
VZ
+$563K
5
AAPL icon
Apple
AAPL
+$518K

Sector Composition

1 Technology 16.31%
2 Industrials 13.73%
3 Financials 12.65%
4 Healthcare 9.2%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$8K 0.01%
47
252
$7K 0.01%
60
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$7K 0.01%
230
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60
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192
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$7K 0.01%
110
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$7K 0.01%
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$7K 0.01%
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$6K ﹤0.01%
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$5K ﹤0.01%
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$4K ﹤0.01%
50
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$4K ﹤0.01%
81