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
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.5M
3 +$1.38M
4
PLTR icon
Palantir
PLTR
+$1.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$840K

Top Sells

1 +$1.66M
2 +$1.04M
3 +$1.02M
4
KEY icon
KeyCorp
KEY
+$1.01M
5
LLY icon
Eli Lilly
LLY
+$796K

Sector Composition

1 Technology 25.64%
2 Industrials 13.89%
3 Consumer Discretionary 10.02%
4 Financials 9.13%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$16.4K 0.01%
140
252
$15.1K 0.01%
317
253
$13.8K 0.01%
233
254
$13.1K 0.01%
+150
255
$12.8K 0.01%
+180
256
$12.2K 0.01%
+400
257
$12.1K 0.01%
245
258
$11.9K 0.01%
100
259
$11.7K 0.01%
+225
260
$11.6K 0.01%
+50
261
$11.6K 0.01%
60
262
$11.5K 0.01%
+75
263
$11.5K 0.01%
+71
264
$11.4K 0.01%
+92
265
$11.3K 0.01%
+500
266
$11.2K 0.01%
417
267
$11.1K 0.01%
440
268
$11K 0.01%
90
269
$10.7K 0.01%
7
270
$10.4K 0.01%
200
271
$10.3K 0.01%
+80
272
$10.2K 0.01%
+90
273
$10.1K 0.01%
+425
274
$9.9K 0.01%
+38
275
$9.83K 0.01%
25