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
$186M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.58M
3
+$1.29M
4
NFG icon
National Fuel Gas
NFG
+$1.07M
5
BK icon
Bank of New York Mellon
BK
+$1.04M

Top Sells

1
+$945K
2
+$634K
3
+$363K
4
TM icon
Toyota
TM
+$296K
5
MSFT icon
Microsoft
MSFT
+$293K

Sector Composition

1 Technology 25.11%
2 Industrials 14.01%
3 Financials 10.47%
4 Consumer Discretionary 8.08%
5 Healthcare 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.77%
6,930
-20
52
$1.43M 0.77%
10,781
53
$1.42M 0.76%
6,834
54
$1.37M 0.74%
66,930
+6,105
55
$1.36M 0.73%
21,008
56
$1.34M 0.72%
15,970
-430
57
$1.32M 0.71%
2,137
-6
58
$1.31M 0.71%
10,848
59
$1.29M 0.69%
+17,645
60
$1.28M 0.69%
8,658
61
$1.27M 0.69%
9,432
+17
62
$1.27M 0.68%
24,344
63
$1.24M 0.67%
44,820
64
$1.18M 0.63%
16,393
+14,418
65
$1.18M 0.63%
14,023
66
$1.15M 0.62%
4,371
-58
67
$1.1M 0.59%
19,151
+410
68
$1.08M 0.58%
8,301
-1,636
69
$1.07M 0.57%
+17,595
70
$1.05M 0.57%
2,916
71
$1.04M 0.56%
17,493
-10,650
72
$1.01M 0.55%
+11,330
73
$1.01M 0.54%
9,658
74
$1M 0.54%
11,885
-40
75
$981K 0.53%
18,190
-1,700
1 2
3
4 5