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
$97M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$909K
3
+$743K
4
BA icon
Boeing
BA
+$715K
5
MU icon
Micron Technology
MU
+$579K

Top Sells

1
+$633K
2
+$475K
3
+$280K
4
BX icon
Blackstone
BX
+$149K
5
EQR icon
Equity Residential
EQR
+$78K

Sector Composition

1 Financials 23.6%
2 Technology 12.09%
3 Industrials 11.3%
4 Consumer Staples 8.72%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$44K 0.05%
975
177
– –
0
178
$43K 0.04%
+2,100
179
$41K 0.04%
3,288
180
$40K 0.04%
679
181
$39K 0.04%
1,182
182
$38K 0.04%
+37
183
$38K 0.04%
+1,325
184
$37K 0.04%
315
185
$37K 0.04%
1,897
186
$37K 0.04%
175
187
$36K 0.04%
1,025
188
$36K 0.04%
+2,401
189
$36K 0.04%
+1,014
190
$35K 0.04%
+4,500
191
$35K 0.04%
1,075
192
$34K 0.04%
350
193
$33K 0.03%
639
194
$32K 0.03%
360
195
$32K 0.03%
+1,975
196
$32K 0.03%
1,318
197
$31K 0.03%
+740
198
$31K 0.03%
970
199
$30K 0.03%
129
200
$29K 0.03%
+1,670
6 7
8
9 10