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
301
$3K ﹤0.01%
150
302
$2K ﹤0.01%
+161
303
$2K ﹤0.01%
+2,200
304
$2K ﹤0.01%
81
305
$1K ﹤0.01%
+508
306
$1K ﹤0.01%
106
307
-5,611
308
-13,152