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
51
$1.31M 0.76%
8,626
-155
52
$1.3M 0.76%
15,330
53
$1.28M 0.75%
6,921
+2,600
54
$1.25M 0.73%
+5,925
55
$1.21M 0.71%
2,048
-511
56
$1.2M 0.7%
23,740
57
$1.18M 0.69%
46,785
58
$1.18M 0.69%
16,014
-105
59
$1.17M 0.68%
1,529
60
$1.16M 0.68%
5,223
-927
61
$1.14M 0.67%
11,270
62
$1.14M 0.67%
7,459
-785
63
$1.12M 0.65%
8,198
64
$1.12M 0.65%
28,225
65
$1.11M 0.65%
4,655
66
$1.1M 0.64%
14,096
67
$1.09M 0.64%
5,205
68
$1.08M 0.63%
14,936
-234
69
$1.07M 0.63%
8,334
70
$1.06M 0.62%
20,505
71
$1.05M 0.61%
12,893
72
$1.04M 0.61%
12,395
-345
73
$1.04M 0.61%
4,879
74
$1.02M 0.6%
25,630
75
$998K 0.58%
8,454
1 2
3
4 5