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
1
$7.37M 6.73%
465,529
2
$2.91M 2.66%
+30,395
3
$2.52M 2.3%
48,214
+35,814
4
$2.3M 2.1%
19,854
+122
5
$2.18M 1.99%
161,240
+1,840
6
$2.03M 1.85%
9,648
+2
7
$1.92M 1.75%
23,378
+298
8
$1.74M 1.59%
11,065
+368
9
$1.63M 1.49%
10,340
+200
10
$1.53M 1.4%
5,220
+350
11
$1.53M 1.4%
+63,120
12
$1.45M 1.32%
8,715
+390
13
$1.38M 1.26%
6,233
+101
14
$1.38M 1.26%
37,820
+570
15
$1.38M 1.26%
6,984
+135
16
$1.35M 1.23%
4,870
-21
17
$1.26M 1.15%
3,546
+105
18
$1.25M 1.14%
15,677
+433
19
$1.25M 1.14%
20,731
+17,918
20
$1.19M 1.08%
5,930
+50
21
$1.12M 1.02%
27,322
22
$1.1M 1%
4,362
+150
23
$1.09M 1%
11,025
-60
24
$1.08M 0.99%
14,740
+340
25
$1.07M 0.98%
5,611
+226
1
2 3 4 5