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
$186M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$1.58M
3 +$1.29M
4
NFG icon
National Fuel Gas
NFG
+$1.07M
5
BK icon
Bank of New York Mellon
BK
+$1.04M

Top Sells

1 +$945K
2 +$634K
3 +$363K
4
TM icon
Toyota
TM
+$296K
5
MSFT icon
Microsoft
MSFT
+$293K

Sector Composition

1 Technology 25.11%
2 Industrials 14.01%
3 Financials 10.47%
4 Consumer Discretionary 8.08%
5 Healthcare 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$44.1K 0.02%
1,055
202
$42.1K 0.02%
1,200
203
$41.3K 0.02%
200
204
$41K 0.02%
13
205
$39.3K 0.02%
140
+127
206
$36.4K 0.02%
1,530
207
$35.8K 0.02%
500
208
$35K 0.02%
313
209
$33.9K 0.02%
250
210
$33.6K 0.02%
1,298
211
$33.6K 0.02%
292
212
$32.9K 0.02%
236
+100
213
$31.9K 0.02%
883
214
$31.4K 0.02%
800
215
$31.3K 0.02%
125
216
$30.2K 0.02%
525
217
$28.8K 0.02%
500
218
$28.8K 0.02%
579
219
$28.8K 0.02%
295
220
$28.2K 0.02%
111
221
$27.4K 0.01%
100
222
$26.5K 0.01%
431
223
$26K 0.01%
250
224
$24.8K 0.01%
110
225
$24.6K 0.01%
255