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
$159M
AUM Growth
-$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$825K
2
+$773K
3
+$569K
4
ETN icon
Eaton
ETN
+$423K
5
NIC icon
Nicolet Bankshares
NIC
+$384K

Top Sells

1
+$1.94M
2
+$1.3M
3
+$1.1M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$591K
5
LLY icon
Eli Lilly
LLY
+$400K

Sector Composition

1 Technology 18.49%
2 Consumer Staples 17.81%
3 Healthcare 17.14%
4 Industrials 10.44%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.33%
48,551
-3,531
27
$2.04M 1.29%
16,540
-20
28
$2.02M 1.27%
16,047
29
$1.96M 1.23%
81,390
+150
30
$1.95M 1.23%
18,982
+125
31
$1.93M 1.21%
40,250
-6,200
32
$1.91M 1.2%
14,120
+20
33
$1.87M 1.18%
12,337
-15
34
$1.87M 1.18%
29,530
-175
35
$1.8M 1.13%
27,370
+6,440
36
$1.66M 1.05%
17,115
+107
37
$1.59M 1%
23,700
-950
38
$1.57M 0.99%
35,524
+5,500
39
$1.53M 0.97%
23,986
+4,886
40
$1.4M 0.88%
17,785
+1,000
41
$1.37M 0.86%
17,700
+800
42
$1.36M 0.86%
39,830
+16,630
43
$1.28M 0.81%
21,380
+170
44
$1.24M 0.78%
24,500
-25
45
$1.19M 0.75%
25,140
-200
46
$1.13M 0.71%
8,400
-200
47
$1.11M 0.7%
17,465
-300
48
$1.09M 0.69%
13,545
-823
49
$1.09M 0.68%
8,620
+14
50
$1.08M 0.68%
6,498
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