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
$202M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$617K
3
+$594K
4
STT icon
State Street
STT
+$527K
5
OMC icon
Omnicom Group
OMC
+$254K

Top Sells

1
+$790K
2
+$390K
3
+$320K
4
SNY icon
Sanofi
SNY
+$305K
5
GE icon
GE Aerospace
GE
+$273K

Sector Composition

1 Technology 21.9%
2 Healthcare 15.65%
3 Consumer Staples 13.2%
4 Financials 12.86%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.43%
21,378
-245
27
$2.88M 1.42%
26,057
-1,360
28
$2.85M 1.41%
97,228
+397
29
$2.76M 1.36%
69,840
+3,950
30
$2.6M 1.28%
22,785
-450
31
$2.59M 1.28%
11,735
+65
32
$2.58M 1.28%
21,503
-2,100
33
$2.53M 1.25%
73,502
+4,313
34
$2.52M 1.25%
31,928
+409
35
$2.51M 1.24%
39,265
-195
36
$2.39M 1.18%
80,840
+3,100
37
$2.36M 1.17%
13,365
+1,361
38
$2.31M 1.14%
50,493
+3,100
39
$2.15M 1.06%
30,075
+750
40
$2.01M 0.99%
19,045
+300
41
$2.01M 0.99%
24,432
+300
42
$1.97M 0.98%
39,301
-7,780
43
$1.78M 0.88%
22,198
-2,296
44
$1.75M 0.86%
26,265
-1,489
45
$1.68M 0.83%
13,483
+1,544
46
$1.66M 0.82%
30,251
-2,050
47
$1.64M 0.81%
102,105
-1,275
48
$1.61M 0.8%
30,800
+840
49
$1.51M 0.75%
45,780
-3,090
50
$1.42M 0.7%
21,050
-1,600
1
2
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