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
201
$29K 0.02%
1,860
202
$29K 0.02%
235
203
$28K 0.02%
380
204
$27K 0.02%
180
205
$26K 0.02%
1,554
206
$26K 0.02%
430
207
$25K 0.02%
295
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$25K 0.02%
300
209
$24K 0.02%
500
210
$24K 0.02%
297
211
$23K 0.02%
325
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$22K 0.02%
883
213
$22K 0.02%
292
214
$21K 0.02%
65
215
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300
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$20K 0.02%
125
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$19K 0.02%
280
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$17K 0.01%
245
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$17K 0.01%
86
220
$17K 0.01%
71
221
$16K 0.01%
500
222
$16K 0.01%
132
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$15K 0.01%
110
224
$15K 0.01%
539
225
$15K 0.01%
600