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
$143M
AUM Growth
+$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$1.03M
3 +$953K
4
ETN icon
Eaton
ETN
+$121K
5
MS icon
Morgan Stanley
MS
+$99.2K

Sector Composition

1 Technology 18.47%
2 Industrials 15.2%
3 Financials 11.24%
4 Healthcare 8.68%
5 Consumer Staples 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$43.7K 0.03%
609
202
$41K 0.03%
350
203
$40.8K 0.03%
857
204
$40K 0.03%
430
205
$37.9K 0.03%
710
206
$37.2K 0.03%
1,199
207
$37K 0.03%
171
208
$34.1K 0.02%
1,860
209
$33.1K 0.02%
550
210
$32.5K 0.02%
235
211
$32.3K 0.02%
650
212
$32K 0.02%
13
213
$31.9K 0.02%
649
214
$31K 0.02%
1,298
215
$30.7K 0.02%
295
216
$30.4K 0.02%
300
217
$29.3K 0.02%
500
218
$27.9K 0.02%
1,554
219
$27.2K 0.02%
883
220
$26.9K 0.02%
292
221
$25.1K 0.02%
325
222
$24.5K 0.02%
71
223
$22.8K 0.02%
100
224
$22.6K 0.02%
297
225
$22.6K 0.02%
280