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
$104M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1 +$929K
2 +$768K
3 +$635K
4
QRVO icon
Qorvo
QRVO
+$566K
5
PANW icon
Palo Alto Networks
PANW
+$328K

Top Sells

1 +$827K
2 +$404K
3 +$281K
4
BX icon
Blackstone
BX
+$175K
5
EQR icon
Equity Residential
EQR
+$89K

Sector Composition

1 Financials 23.11%
2 Technology 13.79%
3 Industrials 10.12%
4 Consumer Staples 8.5%
5 Healthcare 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K 0.01%
350
277
$8K 0.01%
478
278
$8K 0.01%
250
279
$8K 0.01%
830
280
$8K 0.01%
47
281
$7K 0.01%
204
282
$7K 0.01%
550
283
$7K 0.01%
65
284
$7K 0.01%
320
285
$7K 0.01%
47
286
$6K 0.01%
90
287
$6K 0.01%
2,200
288
$6K 0.01%
57
289
$5K ﹤0.01%
138
290
$5K ﹤0.01%
125
291
$4K ﹤0.01%
50
292
$4K ﹤0.01%
50
293
$4K ﹤0.01%
+60
294
$4K ﹤0.01%
380
295
$3K ﹤0.01%
+100
296
$3K ﹤0.01%
150
297
$2K ﹤0.01%
81
298
$1K ﹤0.01%
+50
299
$1K ﹤0.01%
106
300
-125