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
$190M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$876K
3
+$751K
4
URI icon
United Rentals
URI
+$567K
5
ORLY icon
O'Reilly Automotive
ORLY
+$421K

Top Sells

1
+$1.37M
2
+$1.3M
3
+$818K
4
COP icon
ConocoPhillips
COP
+$764K
5
DD
Du Pont De Nemours E I
DD
+$758K

Sector Composition

1 Technology 21.1%
2 Healthcare 16.44%
3 Consumer Staples 13.81%
4 Financials 12.19%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.46%
21,623
+718
27
$2.72M 1.43%
27,417
+1,060
28
$2.7M 1.42%
56,080
+1,620
29
$2.63M 1.38%
23,603
-954
30
$2.44M 1.29%
23,235
+7,135
31
$2.42M 1.27%
31,519
-1,605
32
$2.34M 1.23%
69,189
-38,281
33
$2.29M 1.2%
11,670
-395
34
$2.28M 1.2%
47,081
-1,526
35
$2.15M 1.13%
65,890
+31,155
36
$2.08M 1.09%
18,745
+670
37
$2.08M 1.09%
24,132
+165
38
$2.05M 1.08%
12,004
+209
39
$2.05M 1.08%
39,460
+40
40
$1.97M 1.04%
77,740
+1,225
41
$1.86M 0.98%
29,325
-460
42
$1.79M 0.94%
24,494
-733
43
$1.78M 0.94%
47,393
+600
44
$1.74M 0.92%
27,754
-775
45
$1.62M 0.85%
32,301
-15,265
46
$1.5M 0.79%
22,650
-310
47
$1.48M 0.78%
103,380
+29,310
48
$1.44M 0.76%
20,649
+150
49
$1.44M 0.76%
29,960
+620
50
$1.27M 0.67%
48,870
-147
1
2
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