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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
HDHome Depot Inc
Recent Activity
Decreased -1.95%
0.18%
$2.632M
6,767 shares@ $388.99 avg price
ADBEAdobe Inc
Recent Activity
Decreased -1.31%
0.17%
$2.597M
5,840 shares@ $444.68 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -9.52%
0.17%
$2.569M
75,265 shares@ $34.13 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -1.6%
0.17%
$2.515M
42,477 shares@ $59.2 avg price
MTUMIshares Tr
Recent Activity
Decreased -5.15%
0.16%
$2.403M
11,614 shares@ $206.92 avg price
TSLATesla Inc
Recent Activity
Decreased -1.95%
0.16%
$2.369M
5,867 shares@ $403.84 avg price
USBUs Bancorp Del
Recent Activity
Decreased -0.51%
0.15%
$2.19M
45,778 shares@ $47.83 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.65%
0.14%
$2.126M
3,627 shares@ $586.08 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -17.53%
0.14%
$2.068M
106,155 shares@ $19.48 avg price
IEMGIshares Inc
Recent Activity
Decreased -1.35%
0.14%
$2.051M
39,278 shares@ $52.22 avg price