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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$1.03M
3 +$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$13.3K 0.01%
5
252
$12.7K 0.01%
60
253
$12.7K 0.01%
40
254
$11K 0.01%
225
255
$10.8K 0.01%
440
256
$10.6K 0.01%
110
257
$10.2K 0.01%
135
258
$10.2K 0.01%
417
259
$8.94K 0.01%
7
260
$8.91K 0.01%
47
261
$8.72K 0.01%
230
262
$7.65K 0.01%
25
263
$7.54K 0.01%
200
264
$7.23K 0.01%
60
265
$7.18K 0.01%
125
266
$6.81K ﹤0.01%
82
267
$6.59K ﹤0.01%
110
268
$6.56K ﹤0.01%
50
269
$6.24K ﹤0.01%
97
270
$6.01K ﹤0.01%
190
271
$5.85K ﹤0.01%
99
272
$5.69K ﹤0.01%
23
273
$5.21K ﹤0.01%
58
274
$4.94K ﹤0.01%
81
275
$4.81K ﹤0.01%
64