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
$151M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$295K
3
+$260K
4
POT
Potash Corp Of Saskatchewan
POT
+$238K
5
BMO icon
Bank of Montreal
BMO
+$221K

Top Sells

1
+$710K
2
+$623K
3
+$342K
4
BAC icon
Bank of America
BAC
+$336K
5
CLX icon
Clorox
CLX
+$302K

Sector Composition

1 Consumer Staples 17.79%
2 Technology 16.42%
3 Healthcare 15.5%
4 Industrials 8.92%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.28%
20,390
-569
27
$1.92M 1.27%
46,147
+1,330
28
$1.8M 1.19%
25,425
+1,850
29
$1.71M 1.14%
26,385
-200
30
$1.66M 1.1%
62,151
+596
31
$1.65M 1.1%
50,607
-610
32
$1.6M 1.06%
34,780
-550
33
$1.54M 1.02%
22,561
34
$1.52M 1.01%
151,485
-1,140
35
$1.49M 0.99%
12,495
+1,138
36
$1.48M 0.98%
25,585
-198
37
$1.43M 0.95%
27,530
+3,400
38
$1.39M 0.92%
10,770
-350
39
$1.37M 0.91%
7,020
-800
40
$1.35M 0.9%
20,292
-2,169
41
$1.33M 0.88%
15,890
+6,080
42
$1.32M 0.88%
13,340
+1,500
43
$1.26M 0.84%
32,350
-1,075
44
$1.15M 0.76%
14,556
-3,565
45
$1.11M 0.74%
13,545
-200
46
$1.11M 0.74%
51,910
+1,000
47
$1.11M 0.73%
26,390
-2,600
48
$1.09M 0.72%
10,400
-425
49
$1.08M 0.71%
11,673
+418
50
$1.05M 0.7%
44,520
-11,200
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