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
$171M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$480K
3
+$445K
4
SHEL icon
Shell
SHEL
+$88K
5
BRBR icon
BellRing Brands
BRBR
+$2K

Top Sells

1
+$3.51M
2
+$992K
3
+$837K
4
DAR icon
Darling Ingredients
DAR
+$439K
5
EW icon
Edwards Lifesciences
EW
+$389K

Sector Composition

1 Technology 18.72%
2 Industrials 13.15%
3 Financials 12.92%
4 Healthcare 9.35%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.94%
24,540
-100
27
$1.6M 0.93%
32,214
28
$1.59M 0.93%
6,336
-85
29
$1.59M 0.93%
7,734
30
$1.58M 0.92%
8,122
-100
31
$1.57M 0.92%
20,080
-75
32
$1.56M 0.91%
44,960
33
$1.56M 0.91%
7,710
34
$1.53M 0.9%
5,123
-220
35
$1.5M 0.88%
10,595
-150
36
$1.48M 0.87%
6,660
37
$1.46M 0.85%
9,542
-100
38
$1.45M 0.85%
13,992
39
$1.44M 0.84%
5,613
40
$1.43M 0.83%
8,754
-130
41
$1.42M 0.83%
29,591
-500
42
$1.42M 0.83%
7,660
43
$1.42M 0.83%
8,680
-60
44
$1.42M 0.83%
12,019
-3,305
45
$1.39M 0.81%
12,915
-300
46
$1.35M 0.79%
5,960
47
$1.33M 0.78%
11,685
-121
48
$1.33M 0.78%
11,111
49
$1.33M 0.78%
7,499
50
$1.33M 0.77%
4,734
-90
1
2
3 4 5