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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$1.03M
3 +$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-354
302
-8,187
303
-67
304
-57
305
-64
306
-6,950
307
-12