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
$125M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$18.8K
3
+$17.2K
4
MS icon
Morgan Stanley
MS
+$13.8K
5
PG icon
Procter & Gamble
PG
+$12.6K

Top Sells

1
+$1.03M
2
+$801K
3
+$615K
4
VZ icon
Verizon
VZ
+$563K
5
AAPL icon
Apple
AAPL
+$518K

Sector Composition

1 Technology 16.31%
2 Industrials 13.73%
3 Financials 12.65%
4 Healthcare 9.2%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1%
8,754
27
$1.25M 1%
20,080
28
$1.25M 0.99%
2,189
29
$1.24M 0.99%
8,350
30
$1.23M 0.98%
24,890
+350
31
$1.23M 0.98%
7,499
32
$1.18M 0.94%
15,030
33
$1.16M 0.93%
23,740
34
$1.16M 0.92%
2,449
35
$1.15M 0.92%
8,626
36
$1.14M 0.91%
11,885
-275
37
$1.13M 0.9%
13,836
38
$1.13M 0.9%
14,762
39
$1.12M 0.89%
7,585
+75
40
$1.1M 0.88%
8,199
41
$1.09M 0.87%
8,280
-3,580
42
$1.09M 0.87%
6,660
43
$1.08M 0.86%
9,592
+100
44
$1.07M 0.86%
12,893
45
$1.07M 0.85%
11,111
46
$1.06M 0.85%
29,291
47
$1.06M 0.84%
12,840
48
$1.05M 0.84%
10,595
49
$1.05M 0.84%
24,080
-330
50
$1.05M 0.83%
11,661
1
2
3 4 5