LCP

Legacy Capital Partners Portfolio holdings

AUM $304M
1-Year Est. Return 20.41%
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.37M
3
+$4.27M
4
VZ icon
Verizon
VZ
+$4.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.26%
2 Healthcare 15.2%
3 Technology 14.36%
4 Energy 10.18%
5 Financials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.27%
+221,475
27
$1.63M 1.24%
+52,724
28
$1.61M 1.23%
+13,631
29
$1.61M 1.23%
+20,500
30
$1.5M 1.15%
+25,675
31
$1.42M 1.08%
+19,651
32
$1.4M 1.07%
+39,915
33
$1.39M 1.06%
+39,810
34
$1.38M 1.06%
+21,005
35
$1.37M 1.05%
+27,483
36
$1.35M 1.03%
+72,630
37
$1.33M 1.02%
+35,665
38
$1.33M 1.02%
+39,150
39
$1.33M 1.01%
+15,501
40
$1.27M 0.97%
+14,960
41
$1.24M 0.95%
+48,500
42
$1.23M 0.94%
+13,775
43
$1.23M 0.94%
+10,758
44
$1.11M 0.85%
+26,871
45
$1.09M 0.83%
+14,275
46
$1.08M 0.83%
+19,446
47
$1.02M 0.78%
+41,710
48
$1.01M 0.77%
+32,962
49
$993K 0.76%
+33,150
50
$993K 0.76%
+42,025
1
2
3 4 5