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
76
$701K 0.56%
2,923
77
$697K 0.56%
4,849
78
$693K 0.55%
8,769
+175
79
$669K 0.53%
7,096
80
$658K 0.52%
8,454
81
$629K 0.5%
14,785
82
$629K 0.5%
9,510
83
$619K 0.49%
7,792
84
$605K 0.48%
12,070
85
$600K 0.48%
10,890
86
$594K 0.47%
2,935
87
$557K 0.44%
2,165
88
$556K 0.44%
2,081
89
$544K 0.43%
38,670
90
$534K 0.43%
13,797
91
$508K 0.41%
2,201
92
$495K 0.39%
5,992
-6,002
93
$492K 0.39%
7,443
94
$483K 0.39%
2,105
95
$482K 0.38%
4,705
-2,075
96
$480K 0.38%
1,462
97
$461K 0.37%
7,425
98
$459K 0.37%
3,017
99
$456K 0.36%
11,410
100
$456K 0.36%
10,416
2 3
4
5 6