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
1
$6.64M 5.3%
319,284
-4,795
2
$2.16M 1.72%
92,303
-3,150
3
$2.08M 1.66%
45,549
4
$1.98M 1.58%
8,520
5
$1.95M 1.55%
14,088
-3,750
6
$1.71M 1.36%
13,245
-100
7
$1.65M 1.32%
26,049
8
$1.64M 1.3%
31,910
9
$1.61M 1.28%
19,625
10
$1.58M 1.26%
22,263
11
$1.58M 1.26%
5,925
12
$1.56M 1.24%
3,086
-285
13
$1.48M 1.18%
4,445
14
$1.46M 1.16%
6,372
15
$1.46M 1.16%
7,770
+100
16
$1.41M 1.13%
5,123
17
$1.39M 1.11%
37,450
+37,100
18
$1.39M 1.11%
32,139
19
$1.38M 1.1%
31,120
-1,000
20
$1.36M 1.08%
6,336
21
$1.36M 1.08%
8,122
22
$1.33M 1.06%
44,055
23
$1.27M 1.02%
7,734
24
$1.27M 1.01%
44,960
25
$1.26M 1.01%
8,715
1
2 3 4 5