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
126
$184K 0.17%
6,018
127
$184K 0.17%
4,570
128
$178K 0.16%
1,000
129
$178K 0.16%
4,954
130
$176K 0.16%
835
131
$172K 0.16%
1,405
132
$164K 0.15%
4,850
133
$155K 0.14%
2,157
-28
134
$155K 0.14%
3,583
135
$147K 0.13%
1,266
136
$145K 0.13%
806
+131
137
$144K 0.13%
5,130
138
$143K 0.13%
1,332
-87
139
$123K 0.11%
5,210
140
$120K 0.11%
952
141
$119K 0.11%
1,505
142
$119K 0.11%
5,047
143
$115K 0.11%
1,760
144
$109K 0.1%
3,100
145
$102K 0.09%
4,000
146
$102K 0.09%
1,010
-75
147
$102K 0.09%
600
148
$101K 0.09%
470
149
$100K 0.09%
1,000
150
$95K 0.09%
194
+45
4 5
6
7 8