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
$155M
AUM Growth
-$606K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$624K
3
+$586K
4
CRI icon
Carter's
CRI
+$546K
5
MCHP icon
Microchip Technology
MCHP
+$429K

Top Sells

1
+$2.77M
2
+$1.1M
3
+$490K
4
WFC icon
Wells Fargo
WFC
+$411K
5
AAPL icon
Apple
AAPL
+$352K

Sector Composition

1 Consumer Staples 18.88%
2 Healthcare 17.48%
3 Technology 16.97%
4 Industrials 11.85%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.38%
46,570
-4,000
27
$2.1M 1.36%
52,227
-603
28
$1.98M 1.27%
81,980
+17,800
29
$1.96M 1.26%
53,460
+9,350
30
$1.92M 1.24%
13,259
-785
31
$1.86M 1.2%
14,290
-1,000
32
$1.8M 1.16%
78,915
+27,315
33
$1.79M 1.16%
15,047
+197
34
$1.7M 1.1%
17,857
+2,355
35
$1.7M 1.1%
17,348
+43
36
$1.69M 1.09%
15,790
-1,200
37
$1.54M 1%
24,375
-175
38
$1.53M 0.98%
53,580
-2,460
39
$1.43M 0.92%
16,658
-652
40
$1.29M 0.83%
21,525
-138
41
$1.28M 0.83%
26,524
-8,501
42
$1.27M 0.82%
25,193
+2,116
43
$1.27M 0.82%
26,550
44
$1.24M 0.8%
9,182
+71
45
$1.22M 0.79%
23,100
+3,050
46
$1.21M 0.78%
19,259
+239
47
$1.18M 0.76%
26,140
-2,800
48
$1.18M 0.76%
17,160
-7,125
49
$1.14M 0.73%
15,385
-225
50
$1.07M 0.69%
5,395
-210
1
2
3 4 5