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
176
$60K 0.05%
400
177
$60K 0.05%
800
178
$54K 0.05%
800
179
$51K 0.05%
800
180
$49K 0.04%
350
181
$49K 0.04%
145
182
$48K 0.04%
3,108
183
$45K 0.04%
514
-46
184
$45K 0.04%
900
185
$45K 0.04%
660
186
$44K 0.04%
750
187
$44K 0.04%
88
188
$44K 0.04%
1,759
189
$37K 0.03%
580
190
$37K 0.03%
1,000
191
$36K 0.03%
650
192
$34K 0.03%
1,318
193
$33K 0.03%
1,182
194
$33K 0.03%
1,450
195
$33K 0.03%
600
196
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350
197
$29K 0.03%
1,800
198
$28K 0.03%
1,000
199
$28K 0.03%
1,348
200
$28K 0.03%
710
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8
9 10