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LB
Legacy Bridge Portfolio holdings
AUM
$324M
1-Year Est. Return
70.13%
This Fund
S&P 500
This Quarter
Est. Return
-13.92%
1 Year Est. Return
+70.13%
3 Year Est. Return
+225.29%
5 Year Est. Return
+254.03%
10 Year Est. Return
–
AUM
$80.8M
AUM Growth
–
Cap. Flow
+$86.3M
Cap. Flow
% of AUM
106.85%
Top 10 Holdings %
Top 10 Hldgs %
27.6%
Holding
220
New
216
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
West Bancorporation
WTBA
|
+$11.2M |
| 2 |
Darling Ingredients
DAR
|
+$2.42M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
+$1.59M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$1.55M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
+$1.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 25.77% |
| 2 | Miscellaneous | 20.25% |
| 3 | Industrials | 10.86% |
| 4 | Technology | 9.81% |
| 5 | Consumer Staples | 9.14% |
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Legacy Bridge's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Legacy Bridge, which disclosed 220 positions worth $80.8M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is West Bancorporation: 531,126 shares worth $10.1M.
By sector, the portfolio is most concentrated in Financials at 26% of assets, followed by Miscellaneous and Industrials.
- Legacy Bridge's largest Q4 2018 buy was West Bancorporation: 531,126 shares worth $10.1M.
- Legacy Bridge's ten largest holdings make up 28% of its $80.8M portfolio in Q4 2018.
- Legacy Bridge disclosed 220 positions in Q4 2018, its first 13F filing on record.
Based on Legacy Bridge's 13F filing for Q4 2018, filed 25 Jan 2019.