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
$156M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$749K
3
+$666K
4
EG icon
Everest Group
EG
+$663K
5
POT
Potash Corp Of Saskatchewan
POT
+$582K

Top Sells

1
+$1.15M
2
+$922K
3
+$840K
4
NOV icon
NOV
NOV
+$792K
5
CVD
COVANCE INC.
CVD
+$627K

Sector Composition

1 Consumer Staples 18.6%
2 Healthcare 16.11%
3 Technology 15.09%
4 Industrials 10.62%
5 Financials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.33%
45,997
-150
27
$2.05M 1.31%
23,965
-1,250
28
$2.03M 1.3%
21,708
+1,318
29
$1.93M 1.23%
149,985
-1,500
30
$1.74M 1.11%
68,500
+6,349
31
$1.72M 1.1%
34,855
+75
32
$1.67M 1.07%
25,485
-100
33
$1.57M 1.01%
28,710
+1,180
34
$1.57M 1.01%
13,999
+1,504
35
$1.55M 0.99%
22,087
-474
36
$1.55M 0.99%
15,615
+13,140
37
$1.48M 0.95%
20,450
+158
38
$1.46M 0.93%
7,010
-10
39
$1.44M 0.92%
14,290
+950
40
$1.38M 0.89%
16,975
+1,085
41
$1.37M 0.88%
10,605
-165
42
$1.29M 0.82%
32,000
-350
43
$1.28M 0.82%
54,849
+4,242
44
$1.25M 0.8%
10,900
+500
45
$1.22M 0.78%
15,601
-10,784
46
$1.14M 0.73%
50,480
+5,960
47
$1.1M 0.71%
10,600
48
$1.1M 0.7%
20,300
+3,605
49
$1.1M 0.7%
24,405
-125
50
$1.09M 0.7%
26,990
+600
1
2
3 4 5