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
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.1M
3
+$672K
4
WEC icon
WEC Energy
WEC
+$427K
5
KLAC icon
KLA
KLAC
+$381K

Top Sells

1
+$2.29M
2
+$854K
3
+$452K
4
UTHR icon
United Therapeutics
UTHR
+$423K
5
MON
Monsanto Co
MON
+$346K

Sector Composition

1 Consumer Staples 17.55%
2 Healthcare 17.43%
3 Technology 16.15%
4 Industrials 10.89%
5 Financials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.38%
79,297
+9,513
27
$2.13M 1.38%
52,370
-3,600
28
$2.12M 1.38%
13,634
+806
29
$2M 1.3%
132,555
-10,125
30
$1.98M 1.29%
25,325
-700
31
$1.75M 1.14%
26,012
+845
32
$1.71M 1.11%
34,980
+125
33
$1.69M 1.1%
15,040
-575
34
$1.62M 1.05%
28,725
+165
35
$1.52M 0.99%
55,440
+6,350
36
$1.49M 0.97%
13,765
-550
37
$1.48M 0.96%
6,590
-170
38
$1.41M 0.92%
14,623
+70
39
$1.38M 0.9%
17,225
+200
40
$1.38M 0.9%
15,975
-1,875
41
$1.35M 0.88%
19,338
-874
42
$1.33M 0.87%
56,180
+300
43
$1.26M 0.82%
29,290
-100
44
$1.26M 0.82%
20,718
-1,158
45
$1.22M 0.79%
38,313
+1,075
46
$1.18M 0.77%
6,800
-2,430
47
$1.15M 0.75%
21,096
+691
48
$1.1M 0.72%
+10,635
49
$1.09M 0.71%
10,750
+250
50
$1.09M 0.71%
11,270
-160
1
2
3 4 5