LT
Legacy Trust Portfolio holdings
AUM
$507M
1-Year Est. Return
20.61%
1 Year Est. Return
+20.61%
AUM
$507M
AUM Growth
+$99.5M
(+24%)
Holding
190
Top Buys
| 1 | +$11.7M | |
| 2 | +$11.5M | |
| 3 | +$2.84M | |
| 4 |
Amazon
AMZN
|
+$2.75M |
| 5 |
KLA
KLAC
|
+$2.39M |
Top Sells
| 1 | +$339K | |
| 2 | +$218K | |
| 3 | +$206K | |
| 4 |
United Rentals
URI
|
+$203K |
| 5 |
Albemarle
ALB
|
+$168K |
Sector Composition
| 1 | Technology | 25.62% |
| 2 | Financials | 12.62% |
| 3 | Industrials | 9.91% |
| 4 | Consumer Discretionary | 9.62% |
| 5 | Healthcare | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell Mid-Cap ETF
IWR
$46.2B
| $2.18M | 0.43% |
22,540
+725
|
|
||
52
EOG Resources
EOG
$56B
| $2.15M | 0.42% |
19,195
-320
|
|
||
53
Roper Technologies
ROP
$47.7B
| $2.15M | 0.42% |
4,312
-4
|
|
||
54
iShares MSCI Emerging Markets ETF
EEM
$20.1B
| $2.14M | 0.42% |
40,151
+22
|
|
||
55
SBA Communications
SBAC
$20.4B
| $2.12M | 0.42% |
10,949
+90
|
|
||
56
Zoetis
ZTS
$54.4B
| $1.96M | 0.39% |
13,406
-154
|
|
||
|
57
Albemarle
ALB
$15.5B
| $1.94M | 0.38% |
23,979
-2,073
|
|
||
58
Adobe
ADBE
$148B
| $1.78M | 0.35% |
5,045
+825
|
|
||
59
Eli Lilly
LLY
$944B
| $1.71M | 0.34% |
2,244
+1,220
|
|
||
60
Gentex
GNTX
$5.22B
| $1.7M | 0.33% |
59,960
-535
|
|
||
61
Elevance Health
ELV
$79.4B
| $1.67M | 0.33% |
5,183
-24
|
|
||
62
Thermo Fisher Scientific
TMO
$213B
| $1.63M | 0.32% |
3,366
-10
|
|
||
63
AbbVie
ABBV
$395B
| $1.63M | 0.32% |
7,042
+4,583
|
|
||
64
PepsiCo
PEP
$206B
| $1.54M | 0.3% |
10,972
+1,263
|
|
||
65
Starbucks
SBUX
$98.2B
| $1.5M | 0.3% |
17,741
+3,920
|
|
||
66
Exxon Mobil
XOM
$487B
| $1.45M | 0.29% |
12,824
+3,972
|
|
||
67
Vanguard Mid-Cap ETF
VO
$90.2B
| $1.42M | 0.28% |
4,823
+2,951
|
|
||
68
McDonald's
MCD
$225B
| $1.39M | 0.27% |
4,578
+2,978
|
|
||
69
Amphenol
APH
$159B
| $1.37M | 0.27% |
11,041
-580
|
|
||
70
Intuit
INTU
$183B
| $1.32M | 0.26% |
1,938
+225
|
|
||
71
Vanguard FTSE Developed Markets ETF
VEA
$190B
| $1.28M | 0.25% |
21,315
|
|
||
72
NextEra Energy
NEE
$168B
| $1.27M | 0.25% |
16,865
+2,493
|
|
||
73
Abbott
ABT
$221B
| $1.25M | 0.25% |
9,296
+7,445
|
|
||
74
Broadcom
AVGO
$1.61T
| $1.18M | 0.23% |
3,582
+1,362
|
|
||
75
Edwards Lifesciences
EW
$49.1B
| $1.15M | 0.23% |
14,744
-240
|
|