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
101
$454K 0.36%
1,548
102
$437K 0.35%
2,468
-50
103
$436K 0.35%
5,554
-200
104
$420K 0.34%
1,086
105
$408K 0.33%
6,122
106
$404K 0.32%
3,486
107
$400K 0.32%
4,810
108
$390K 0.31%
20,660
109
$344K 0.27%
3,556
110
$342K 0.27%
3,972
111
$323K 0.26%
1,902
112
$318K 0.25%
5,681
113
$315K 0.25%
1,550
114
$309K 0.25%
10,515
115
$300K 0.24%
3,436
116
$299K 0.24%
16,375
117
$289K 0.23%
1,792
118
$281K 0.22%
3,895
119
$277K 0.22%
4,785
120
$273K 0.22%
2,865
121
$269K 0.21%
695
122
$267K 0.21%
8,405
123
$258K 0.21%
6,417
124
$232K 0.19%
2,775
125
$231K 0.18%
2,700
3 4
5
6 7