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
$185M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.07M
3
+$694K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$680K
5
QCOM icon
Qualcomm
QCOM
+$568K

Top Sells

1
+$1.26M
2
+$996K
3
+$945K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$941K
5
ORLY icon
O'Reilly Automotive
ORLY
+$588K

Sector Composition

1 Technology 20%
2 Healthcare 16.62%
3 Consumer Staples 14.83%
4 Financials 11.57%
5 Industrials 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 1.43%
54,460
+2,960
27
$2.58M 1.4%
37,427
+955
28
$2.58M 1.39%
33,124
+2,514
29
$2.54M 1.37%
20,905
+535
30
$2.52M 1.36%
48,607
+2,301
31
$2.5M 1.35%
23,978
+2,188
32
$2.24M 1.21%
12,065
+3,745
33
$2.23M 1.21%
46,793
+3,045
34
$2.22M 1.2%
26,357
-1,671
35
$2.22M 1.2%
29,785
+575
36
$2.18M 1.18%
39,420
+10,280
37
$2.12M 1.15%
18,075
-350
38
$2.09M 1.13%
47,566
-8,330
39
$1.94M 1.05%
25,227
+407
40
$1.87M 1.01%
23,967
+1,685
41
$1.86M 1%
76,515
+5,850
42
$1.78M 0.96%
+11,795
43
$1.75M 0.95%
28,529
+5,674
44
$1.58M 0.86%
13,359
-1,135
45
$1.51M 0.82%
16,100
+50
46
$1.46M 0.79%
22,960
+48
47
$1.37M 0.74%
10,000
-50
48
$1.35M 0.73%
20,499
+165
49
$1.33M 0.72%
29,340
+14,960
50
$1.24M 0.67%
49,017
+1,452
1
2
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