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
$154M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.26M
3
+$1.18M
4
CELG
Celgene Corp
CELG
+$870K
5
WBA
Walgreens Boots Alliance
WBA
+$581K

Top Sells

1
+$699K
2
+$604K
3
+$433K
4
APC
Anadarko Petroleum
APC
+$286K
5
EXAS icon
Exact Sciences
EXAS
+$241K

Sector Composition

1 Consumer Staples 17.23%
2 Technology 15.85%
3 Healthcare 14.54%
4 Energy 9.65%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.23%
26,585
-280
27
$1.87M 1.21%
51,217
+2,675
28
$1.83M 1.19%
44,817
+975
29
$1.8M 1.17%
21,720
+1,250
30
$1.64M 1.07%
61,555
+562
31
$1.64M 1.06%
23,575
-1,850
32
$1.63M 1.06%
22,461
-476
33
$1.53M 0.99%
152,625
-43,125
34
$1.48M 0.96%
11,357
-150
35
$1.48M 0.96%
35,330
-4,085
36
$1.46M 0.95%
7,820
-830
37
$1.46M 0.94%
25,783
+594
38
$1.4M 0.91%
22,561
-1,026
39
$1.36M 0.88%
55,720
-1,500
40
$1.35M 0.87%
50,910
+8,300
41
$1.32M 0.85%
18,121
+950
42
$1.31M 0.85%
28,990
-400
43
$1.27M 0.82%
33,425
+400
44
$1.27M 0.82%
24,130
+800
45
$1.26M 0.82%
+11,840
46
$1.25M 0.81%
13,745
+1,825
47
$1.18M 0.77%
+12,100
48
$1.14M 0.74%
42,050
+500
49
$1.12M 0.73%
10,825
-750
50
$1.11M 0.72%
11,255
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2
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