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
$157M
AUM Growth
+$634K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.07M
3
+$1.05M
4
BX icon
Blackstone
BX
+$634K
5
JNJ icon
Johnson & Johnson
JNJ
+$420K

Top Sells

1
+$2.22M
2
+$745K
3
+$510K
4
CVD
COVANCE INC.
CVD
+$450K
5
APC
Anadarko Petroleum
APC
+$436K

Sector Composition

1 Consumer Staples 18.31%
2 Healthcare 16.86%
3 Technology 16.8%
4 Industrials 9.84%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.36%
45,979
-18
27
$2.06M 1.31%
142,680
-7,305
28
$1.97M 1.25%
12,828
-4,854
29
$1.74M 1.11%
34,855
30
$1.72M 1.1%
69,784
+1,284
31
$1.66M 1.06%
14,315
+25
32
$1.6M 1.02%
15,615
33
$1.59M 1.01%
9,230
-1,375
34
$1.55M 0.99%
28,560
-150
35
$1.53M 0.98%
6,760
-250
36
$1.53M 0.97%
14,553
+554
37
$1.49M 0.95%
20,212
-238
38
$1.49M 0.95%
17,850
-6,115
39
$1.49M 0.95%
21,876
-211
40
$1.47M 0.94%
25,167
-318
41
$1.37M 0.87%
55,880
+5,400
42
$1.35M 0.86%
49,090
+38,000
43
$1.28M 0.82%
17,025
+50
44
$1.28M 0.82%
31,550
-450
45
$1.23M 0.78%
37,238
+4,427
46
$1.23M 0.78%
29,390
+2,400
47
$1.17M 0.75%
10,500
-400
48
$1.12M 0.71%
20,405
+105
49
$1.09M 0.69%
10,800
+200
50
$1.07M 0.68%
24,805
+400
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2
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