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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
TLTIshares Tr
Recent Activity
Decreased -1.22%
0.05%
$666,677
7,634 shares@ $87.33 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -96.95%
0.05%
$663,225
9,223 shares@ $71.91 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -8.33%
0.05%
$637,645
2,420 shares@ $263.49 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -1.71%
0.04%
$605,471
3,723 shares@ $162.63 avg price
FMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -2.86%
0.04%
$587,606
13,580 shares@ $43.27 avg price
IJKIshares Tr
Recent Activity
Decreased -2.08%
0.04%
$581,952
6,400 shares@ $90.93 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -14.91%
0.04%
$570,033
3,367 shares@ $169.3 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -42.48%
0.04%
$534,978
4,429 shares@ $120.79 avg price
SYKStryker Corporation
Recent Activity
Decreased -7%
0.04%
$516,311
1,434 shares@ $360.05 avg price
BNBrookfield Corp
Recent Activity
Decreased -7.61%
0.03%
$445,812
7,760 shares@ $57.45 avg price