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
51
$811K 0.74%
20,595
52
$788K 0.72%
2,391
+100
53
$784K 0.72%
6,321
-75
54
$782K 0.71%
2,601
55
$774K 0.71%
4,007
56
$746K 0.68%
9,230
57
$739K 0.67%
20,505
58
$733K 0.67%
16,625
59
$725K 0.66%
16,024
60
$684K 0.62%
6,702
61
$665K 0.61%
4,456
+125
62
$661K 0.6%
7,541
-19
63
$628K 0.57%
1,115
64
$604K 0.55%
6,278
65
$604K 0.55%
10,841
66
$580K 0.53%
2,722
-57
67
$579K 0.53%
10,058
+750
68
$577K 0.53%
44,640
+3,200
69
$571K 0.52%
23,705
+1,500
70
$558K 0.51%
2,470
+250
71
$550K 0.5%
13,476
72
$537K 0.49%
11,425
+500
73
$537K 0.49%
2,656
74
$537K 0.49%
5,155
75
$534K 0.49%
10,075
+500
1 2
3
4 5