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
76
$520K 0.47%
6,014
+314
77
$503K 0.46%
2,415
78
$499K 0.46%
8,260
-135
79
$489K 0.45%
31,170
80
$486K 0.44%
3,875
81
$477K 0.44%
11,060
-75
82
$462K 0.42%
2,345
-45
83
$460K 0.42%
7,732
+400
84
$459K 0.42%
1,492
+1,195
85
$449K 0.41%
1,856
+300
86
$439K 0.4%
4,031
87
$438K 0.4%
3,163
-57
88
$437K 0.4%
1,139
-13
89
$427K 0.39%
2,360
90
$423K 0.39%
2,880
+300
91
$423K 0.39%
6,809
92
$421K 0.38%
11,017
-75
93
$419K 0.38%
2,210
94
$417K 0.38%
4,600
95
$409K 0.37%
1,562
96
$396K 0.36%
2,368
97
$374K 0.34%
6,725
98
$368K 0.34%
5,020
-120
99
$361K 0.33%
1,645
-47
100
$360K 0.33%
21,060
2 3
4
5 6