LB
Legacy Bridge Portfolio holdings
AUM
$211M
1-Year Est. Return
39.35%
1 Year Est. Return
+39.35%
AUM
$179M
AUM Growth
-$12.6M
(-6.6%)
Holding
337
Top Buys
| 1 | +$1.03M | |
| 2 | +$913K | |
| 3 | +$678K | |
| 4 |
TEM
Tempus AI
TEM
|
+$582K |
| 5 |
Axon Enterprise
AXON
|
+$573K |
Top Sells
| 1 | +$1.5M | |
| 2 | +$1.35M | |
| 3 | +$1.28M | |
| 4 |
Advanced Micro Devices
AMD
|
+$1.06M |
| 5 |
PepsiCo
PEP
|
+$701K |
Sector Composition
| 1 | Technology | 23.75% |
| 2 | Industrials | 14.02% |
| 3 | Financials | 11.53% |
| 4 | Consumer Discretionary | 7.83% |
| 5 | Healthcare | 7.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Lam Research
LRCX
$191B
| – | – |
-100
|
|
||
327
Monster Beverage
MNST
$68B
| – | – |
-24,344
|
|
||
328
Merck
MRK
$219B
| – | – |
-2,406
|
|
||
329
Novo Nordisk
NVO
$235B
| – | – |
-80
|
|
||
330
Otis Worldwide
OTIS
$36.1B
| – | – |
-250
|
|
||
|
331
PepsiCo
PEP
$207B
| – | – |
-4,611
|
|
||
332
Phillips 66
PSX
$54.5B
| – | – |
-161
|
|
||
333
Synopsys
SNPS
$86.2B
| – | – |
-15
|
|
||
334
ROBO Global Artificial Intelligence ETF
THNQ
$288M
| – | – |
-60
|
|
||
335
Texas Instruments
TXN
$154B
| – | – |
-200
|
|
||
336
UnitedHealth
UNH
$328B
| – | – |
-2,968
|
|
||
337
Waste Management
WM
$86.5B
| – | – |
-6,669
|
|