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
151
$95K 0.09%
1,712
152
$91K 0.08%
1,701
153
$88K 0.08%
1,255
154
$87K 0.08%
1,460
155
$87K 0.08%
390
156
$87K 0.08%
1,358
157
$85K 0.08%
2,050
158
$84K 0.08%
757
-75
159
$82K 0.07%
6,150
160
$81K 0.07%
1,727
161
$78K 0.07%
1,552
162
$77K 0.07%
1,725
163
$75K 0.07%
375
164
$73K 0.07%
650
165
$70K 0.06%
1,278
166
$70K 0.06%
2,041
-54
167
$68K 0.06%
1,650
168
$67K 0.06%
670
169
$66K 0.06%
594
170
$65K 0.06%
260
171
$64K 0.06%
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172
$62K 0.06%
1,500
173
$62K 0.06%
1,525
174
$61K 0.06%
1,180
175
$61K 0.06%
550
5 6
7
8 9