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
201
$28K 0.03%
1,500
202
$28K 0.03%
1,175
203
$27K 0.02%
580
204
$27K 0.02%
1,833
205
$27K 0.02%
2,040
206
$26K 0.02%
430
207
$25K 0.02%
380
208
$25K 0.02%
295
209
$25K 0.02%
235
210
$24K 0.02%
20
211
$24K 0.02%
200
212
$23K 0.02%
1,555
213
$22K 0.02%
350
214
$20K 0.02%
740
215
$20K 0.02%
1,460
216
$19K 0.02%
245
217
$18K 0.02%
570
218
$18K 0.02%
525
219
$18K 0.02%
1,350
220
$18K 0.02%
295
221
$17K 0.02%
4,255
222
$16K 0.01%
86
223
$16K 0.01%
120
224
$15K 0.01%
539
225
$15K 0.01%
1,975
7 8
9
10 11