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
51
$1.04M 0.83%
2,048
52
$1.03M 0.82%
6,921
53
$1.03M 0.82%
9,680
-1,590
54
$1.02M 0.81%
4,938
-50
55
$1.02M 0.81%
4,734
56
$982K 0.78%
5,960
57
$974K 0.78%
8,620
58
$944K 0.75%
15,700
59
$944K 0.75%
46,785
60
$940K 0.75%
5,205
61
$897K 0.72%
16,014
62
$885K 0.71%
17,955
-900
63
$879K 0.7%
6,959
+100
64
$857K 0.68%
8,198
65
$854K 0.68%
14,496
66
$839K 0.67%
3,461
+50
67
$837K 0.67%
1,521
68
$827K 0.66%
68,090
-3,950
69
$749K 0.6%
17,968
70
$739K 0.59%
20,256
71
$737K 0.59%
4,517
72
$735K 0.59%
2,628
73
$731K 0.58%
13,331
74
$718K 0.57%
20,584
75
$702K 0.56%
3,605
1 2
3
4 5