LB

Legacy Bridge Portfolio holdings

AUM $240M
1-Year Est. Return 49.73%
This Quarter Est. Return
1 Year Est. Return
+49.73%
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
126
$231K 0.18%
647
127
$222K 0.18%
13,833
128
$215K 0.17%
6,058
129
$215K 0.17%
13,500
130
$210K 0.17%
1,000
131
$208K 0.17%
1,535
132
$207K 0.17%
5,134
133
$191K 0.15%
1,610
134
$186K 0.15%
4,550
135
$186K 0.15%
2,911
136
$180K 0.14%
7,464
137
$173K 0.14%
4,630
138
$165K 0.13%
1,605
139
$163K 0.13%
575
140
$161K 0.13%
1,680
141
$158K 0.13%
1,750
142
$146K 0.12%
365
143
$137K 0.11%
1,239
144
$136K 0.11%
796
145
$135K 0.11%
2,260
146
$131K 0.1%
1,526
147
$131K 0.1%
5,210
148
$123K 0.1%
1,520
+150
149
$117K 0.09%
865
150
$117K 0.09%
1,720
4 5
6
7 8