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
$110M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$1.87M
3
+$1.53M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.08M
5
NXPI icon
NXP Semiconductors
NXPI
+$987K

Top Sells

1
+$315K
2
+$274K
3
+$21K
4
RPM icon
RPM International
RPM
+$18.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.1K

Sector Composition

1 Technology 19.71%
2 Financials 14.35%
3 Healthcare 9.35%
4 Consumer Staples 8.68%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.97%
6,455
27
$1.05M 0.96%
18,535
28
$1.04M 0.95%
3,334
+100
29
$1.03M 0.94%
8,270
+7,910
30
$1.03M 0.94%
8,718
+3,066
31
$1.03M 0.94%
7,949
-38
32
$1.01M 0.93%
2,296
33
$999K 0.91%
7,187
-37
34
$998K 0.91%
6,705
+6,273
35
$983K 0.9%
6,561
+113
36
$972K 0.89%
5,982
+292
37
$969K 0.88%
5,704
+300
38
$944K 0.86%
21,831
+109
39
$934K 0.85%
4,340
40
$891K 0.81%
22,230
41
$880K 0.8%
13,832
42
$871K 0.8%
10,519
-222
43
$870K 0.79%
47,055
44
$868K 0.79%
3,915
+300
45
$861K 0.79%
15,010
46
$840K 0.77%
7,342
+575
47
$833K 0.76%
31,285
48
$832K 0.76%
17,832
+1,329
49
$829K 0.76%
14,435
-94
50
$816K 0.74%
3,893
+270
1
2
3 4 5