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
$165M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$948K
3
+$586K
4
BK icon
Bank of New York Mellon
BK
+$582K
5
INTC icon
Intel
INTC
+$535K

Top Sells

1
+$395K
2
+$331K
3
+$304K
4
NEO icon
NeoGenomics
NEO
+$225K
5
DEO icon
Diageo
DEO
+$215K

Sector Composition

1 Technology 19.69%
2 Healthcare 16.26%
3 Consumer Staples 16.04%
4 Industrials 10.83%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.43%
61,540
+8,130
27
$2.29M 1.39%
41,629
+6,105
28
$2.21M 1.34%
30,827
-326
29
$2.17M 1.31%
16,839
+299
30
$2.09M 1.26%
112,395
-7,125
31
$2M 1.21%
29,530
32
$1.98M 1.2%
31,887
+22,397
33
$1.91M 1.16%
28,425
+1,055
34
$1.91M 1.16%
12,017
-320
35
$1.91M 1.15%
43,144
+2,894
36
$1.9M 1.15%
82,290
+900
37
$1.85M 1.12%
14,414
+294
38
$1.81M 1.09%
24,600
+900
39
$1.74M 1.05%
25,138
+1,152
40
$1.68M 1.02%
25,815
+14,535
41
$1.63M 0.99%
17,840
+725
42
$1.54M 0.93%
18,379
+594
43
$1.39M 0.84%
24,300
-200
44
$1.35M 0.82%
22,955
+1,575
45
$1.33M 0.81%
19,115
+1,650
46
$1.29M 0.78%
40,053
+223
47
$1.26M 0.76%
14,645
+1,100
48
$1.16M 0.7%
18,297
+597
49
$1.11M 0.67%
34,849
+3,469
50
$1.04M 0.63%
46,880
+11,570
1
2
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