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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
FMBFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 12.32%
0.35%
$5.313M
104,155 shares@ $51.01 avg price
BACBank America Corp
Recent Activity
Decreased -3.02%
0.35%
$5.289M
120,347 shares@ $43.95 avg price
IJHIshares Tr
Recent Activity
Decreased -1.01%
0.35%
$5.277M
84,687 shares@ $62.31 avg price
AMCRAmcor Plc
Recent Activity
Increased 827.17%
0.35%
$5.221M
554,843 shares@ $9.41 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 3.7%
0.34%
$5.194M
10,268 shares@ $505.86 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 3.66%
0.32%
$4.879M
119,960 shares@ $40.67 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.35%
0.31%
$4.634M
123,847 shares@ $37.42 avg price
ABBVAbbvie Inc
Recent Activity
Increased 3.77%
0.3%
$4.481M
25,216 shares@ $177.7 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -3.31%
0.3%
$4.473M
20,241 shares@ $221.0 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 43.08%
0.29%
$4.383M
86,434 shares@ $50.71 avg price