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
+$8.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$849K
3
+$550K
4
ACN icon
Accenture
ACN
+$470K
5
ETN icon
Eaton
ETN
+$389K

Top Sells

1
+$1.3M
2
+$677K
3
+$617K
4
PRAA icon
PRA Group
PRAA
+$571K
5
BX icon
Blackstone
BX
+$488K

Sector Composition

1 Healthcare 19.91%
2 Consumer Staples 18.05%
3 Technology 16.52%
4 Industrials 11.14%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.36%
81,380
+2,083
27
$2.1M 1.35%
35,406
-2,956
28
$2.05M 1.32%
35,180
+200
29
$1.9M 1.22%
35,025
+500
30
$1.89M 1.21%
15,290
+50
31
$1.85M 1.19%
14,044
-99
32
$1.83M 1.18%
16,990
-250
33
$1.74M 1.11%
14,850
+1,400
34
$1.72M 1.1%
44,110
-10,350
35
$1.64M 1.05%
24,550
+5,025
36
$1.54M 0.99%
20,050
-600
37
$1.52M 0.98%
56,040
-5,775
38
$1.52M 0.98%
17,305
+80
39
$1.5M 0.97%
17,310
+6,325
40
$1.49M 0.96%
64,180
+700
41
$1.4M 0.9%
15,502
+898
42
$1.32M 0.85%
6,673
+113
43
$1.31M 0.84%
8,350
+1,550
44
$1.25M 0.8%
28,940
-350
45
$1.18M 0.75%
10,550
+7,625
46
$1.17M 0.75%
26,550
47
$1.16M 0.75%
23,077
-744
48
$1.16M 0.75%
9,111
+655
49
$1.15M 0.74%
19,020
50
$1.11M 0.71%
21,663
-290
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2
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