LB

Legacy Bridge Portfolio holdings

AUM $246M
1-Year Est. Return 44.05%
This Quarter Est. Return
1 Year Est. Return
+44.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$1.26M
3 +$1.24M
4
NVDA icon
NVIDIA
NVDA
+$525K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$496K

Top Sells

1 +$2.76M
2 +$994K
3 +$73.2K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$71.3K
5
TTE icon
TotalEnergies
TTE
+$65.6K

Sector Composition

1 Technology 28.88%
2 Industrials 15.69%
3 Financials 10.83%
4 Consumer Discretionary 6.11%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AES icon
351
AES
AES
$10.4B
$5.22K ﹤0.01%
+364
PPL icon
352
PPL Corp
PPL
$27B
$5.22K ﹤0.01%
+149
EBAY icon
353
eBay
EBAY
$42.9B
$5.14K ﹤0.01%
+59
CL icon
354
Colgate-Palmolive
CL
$69.5B
$5.06K ﹤0.01%
64
BDX icon
355
Becton Dickinson
BDX
$57.9B
$5.05K ﹤0.01%
+26
AJG icon
356
Arthur J. Gallagher & Co
AJG
$65.2B
$4.92K ﹤0.01%
+19
ETHE
357
Grayscale Ethereum Staking ETF Shares
ETHE
$3.24B
$4.87K ﹤0.01%
200
PODD icon
358
Insulet
PODD
$19.1B
$4.83K ﹤0.01%
+17
SLB icon
359
SLB Ltd
SLB
$74.3B
$4.8K ﹤0.01%
125
CRL icon
360
Charles River Laboratories
CRL
$10.8B
$4.79K ﹤0.01%
+24
EL icon
361
Estee Lauder
EL
$42.3B
$4.71K ﹤0.01%
+45
DLTR icon
362
Dollar Tree
DLTR
$25.5B
$4.67K ﹤0.01%
+38
OKE icon
363
Oneok
OKE
$48.4B
$4.63K ﹤0.01%
+63
WTW icon
364
Willis Towers Watson
WTW
$31B
$4.6K ﹤0.01%
+14
PCAR icon
365
PACCAR
PCAR
$63.4B
$4.6K ﹤0.01%
+42
YUM icon
366
Yum! Brands
YUM
$42.4B
$4.54K ﹤0.01%
+30
LULU icon
367
lululemon athletica
LULU
$22.7B
$4.37K ﹤0.01%
+21
DVN icon
368
Devon Energy
DVN
$24B
$4.36K ﹤0.01%
+119
XLC icon
369
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
$4.36K ﹤0.01%
37
DOV icon
370
Dover
DOV
$28.3B
$4.3K ﹤0.01%
+22
TT icon
371
Trane Technologies
TT
$86.7B
$4.28K ﹤0.01%
+11
COMP icon
372
Compass
COMP
$9.93B
$4.23K ﹤0.01%
400
CMA icon
373
Comerica
CMA
$12B
$4.09K ﹤0.01%
+47
BSV icon
374
Vanguard Short-Term Bond ETF
BSV
$42.5B
$3.94K ﹤0.01%
50
AMP icon
375
Ameriprise Financial
AMP
$46.2B
$3.92K ﹤0.01%
+8