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
$186M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$1.58M
3 +$1.29M
4
NFG icon
National Fuel Gas
NFG
+$1.07M
5
BK icon
Bank of New York Mellon
BK
+$1.04M

Top Sells

1 +$945K
2 +$634K
3 +$363K
4
TM icon
Toyota
TM
+$296K
5
MSFT icon
Microsoft
MSFT
+$293K

Sector Composition

1 Technology 25.11%
2 Industrials 14.01%
3 Financials 10.47%
4 Consumer Discretionary 8.08%
5 Healthcare 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$11.9K 0.01%
25
252
$11.3K 0.01%
225
253
$11K 0.01%
7
254
$10.6K 0.01%
100
255
$10.6K 0.01%
92
256
$10.5K 0.01%
50
257
$10K 0.01%
+37
258
$9.68K 0.01%
90
259
$9.53K 0.01%
80
260
$8.61K ﹤0.01%
60
261
$8.45K ﹤0.01%
300
262
$8.16K ﹤0.01%
100
263
$8.16K ﹤0.01%
71
264
$8.15K ﹤0.01%
400
265
$8.01K ﹤0.01%
130
+25
266
$7.85K ﹤0.01%
98
267
$7.6K ﹤0.01%
15
268
$6.71K ﹤0.01%
58
269
$6.64K ﹤0.01%
64
270
$6.4K ﹤0.01%
99
271
$5.76K ﹤0.01%
81
272
$5.75K ﹤0.01%
145
273
$5.04K ﹤0.01%
200
274
$4.44K ﹤0.01%
182
275
$4.38K ﹤0.01%
+200