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Michael B. Mahlik

@Legacy Private Trust Co.

Latest period2024 - Q4ReportedManaged Assets$1.529BTotal holdings239
Assets growth rate2.75%Assets growth rate (2-Q avg)4.22%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Private Trust Co.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 239 positions.

Assets under management

The assets under management (AUM) of Legacy Private Trust Co. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.529B in assets, with a quarterly growth rate of 2.75% and a 2-quarter average growth rate of 4.22%. The portfolio is managed by Michael B. Mahlik, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ITOTIshares Tr
Recent Activity
Increased 2.65%
1.91%
$29.121M
226,412 shares@ $128.62 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.13%
1.66%
$25.282M
133,556 shares@ $189.3 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.51%
1.51%
$22.939M
104,557 shares@ $219.39 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.56%
1.5%
$22.88M
98,687 shares@ $231.84 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Increased 3.49%
1.43%
$21.784M
493,085 shares@ $44.18 avg price
BONDPimco Etf Tr
Recent Activity
Increased 8.96%
1.38%
$20.948M
231,669 shares@ $90.42 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 38.8%
1.36%
$20.767M
352,404 shares@ $58.93 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.22%
1.14%
$17.308M
72,206 shares@ $239.71 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.29%
1.05%
$15.897M
360,964 shares@ $44.04 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 59.88%
1.04%
$15.813M
313,943 shares@ $50.37 avg price