LB
Legacy Bridge Portfolio holdings
AUM
$211M
1-Year Est. Return
39.35%
1 Year Est. Return
+39.35%
AUM
$211M
AUM Growth
+$31.5M
(+18%)
Holding
349
Top Buys
| 1 | +$1.3M | |
| 2 | +$1.1M | |
| 3 | +$725K | |
| 4 |
NVIDIA
NVDA
|
+$489K |
| 5 |
Broadcom
AVGO
|
+$321K |
Top Sells
| 1 | +$1.08M | |
| 2 | +$1.07M | |
| 3 | +$1.06M | |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
+$825K |
| 5 |
Knight Transportation
KNX
|
+$696K |
Sector Composition
| 1 | Technology | 27.02% |
| 2 | Industrials | 16.63% |
| 3 | Financials | 10.99% |
| 4 | Consumer Discretionary | 6.85% |
| 5 | Healthcare | 6.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
AT&T
T
$179B
| $174 | ﹤0.01% |
+6
|
|
||
302
RTX Corp
RTX
$240B
| $147 | ﹤0.01% |
+1
|
|
||
303
Amphenol
APH
$167B
| $99 | ﹤0.01% |
1
-2
|
|
||
304
Accenture
ACN
$154B
| – | – |
-3,452
|
|
||
305
American Electric Power
AEP
$62.1B
| – | – |
-3
|
|
||
306
Aflac
AFL
$57.6B
| – | – |
-2
|
|
||
307
Allegion
ALLE
$14.6B
| – | – |
-1
|
|
||
308
Ametek
AME
$43.4B
| – | – |
-1
|
|
||
309
APA Corp
APA
$8.52B
| – | – |
-7
|
|
||
310
Alexandria Real Estate Equities
ARE
$13.2B
| – | – |
-2
|
|
||
311
Ball Corp
BALL
$13.6B
| – | – |
-3
|
|
||
312
Conagra Brands
CAG
$8.77B
| – | – |
-2,000
|
|
||
313
Carnival Corp
CCL
$39B
| – | – |
-7
|
|
||
314
Constellation Energy
CEG
$122B
| – | – |
-1
|
|
||
315
Chipotle Mexican Grill
CMG
$55.2B
| – | – |
-3
|
|
||
316
Cummins
CMI
$57.9B
| – | – |
0
|
|
||
317
Salesforce
CRM
$245B
| – | – |
-50
|
|
||
318
Cisco
CSCO
$280B
| – | – |
-3
|
|
||
|
DFS
319
DELISTED
Discover Financial Services
DFS
| – | – |
-150
|
|
||
320
Dover
DOV
$24.7B
| – | – |
-1
|
|
||
321
Duke Energy
DUK
$98.7B
| – | – |
-1
|
|
||
322
DaVita
DVA
$9.23B
| – | – |
-1
|
|
||
323
eBay
EBAY
$44.7B
| – | – |
-2
|
|
||
324
Equifax
EFX
$28.5B
| – | – |
-1
|
|
||
325
Fastenal
FAST
$49.2B
| – | – |
-4
|
|