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
$97M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$909K
3 +$743K
4
BA icon
Boeing
BA
+$715K
5
MU icon
Micron Technology
MU
+$579K

Top Sells

1 +$633K
2 +$475K
3 +$280K
4
BX icon
Blackstone
BX
+$149K
5
EQR icon
Equity Residential
EQR
+$78K

Sector Composition

1 Financials 23.6%
2 Technology 12.09%
3 Industrials 11.3%
4 Consumer Staples 8.72%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K 0.01%
65
277
$8K 0.01%
+250
278
$8K 0.01%
+185
279
$8K 0.01%
47
280
$8K 0.01%
+380
281
$8K 0.01%
+550
282
$8K 0.01%
350
283
$8K 0.01%
554
284
$7K 0.01%
+42
285
$7K 0.01%
+300
286
$7K 0.01%
90
287
$7K 0.01%
+480
288
$7K 0.01%
+2,200
289
$7K 0.01%
+210
290
$7K 0.01%
47
291
$6K 0.01%
+900
292
$6K 0.01%
+350
293
$6K 0.01%
+236
294
$6K 0.01%
+57
295
$5K 0.01%
138
296
$5K 0.01%
+1,118
297
$5K 0.01%
125
298
$4K ﹤0.01%
+125
299
$4K ﹤0.01%
50
300
$4K ﹤0.01%
50