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
$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
176
$69K 0.06%
1,552
177
$64K 0.05%
2,095
178
$62K 0.05%
1,650
179
$62K 0.05%
686
180
$61K 0.05%
670
181
$60K 0.05%
1,500
182
$59K 0.05%
1,525
183
$54K 0.04%
375
184
$51K 0.04%
515
185
$48K 0.04%
2,130
186
$44K 0.04%
159
187
$44K 0.04%
1,182
188
$44K 0.04%
900
189
$42K 0.03%
1,025
190
$42K 0.03%
550
191
$40K 0.03%
1,450
192
$39K 0.03%
857
193
$38K 0.03%
350
194
$38K 0.03%
660
195
$35K 0.03%
171
196
$34K 0.03%
1,199
197
$32K 0.03%
710
198
$31K 0.02%
609
199
$31K 0.02%
1,298
200
$30K 0.02%
650
6 7
8
9 10