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
$225M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$909K
3
+$887K
4
ANET icon
Arista Networks
ANET
+$813K
5
BABA icon
Alibaba
BABA
+$723K

Top Sells

1
+$1.3M
2
+$474K
3
+$460K
4
AMGN icon
Amgen
AMGN
+$458K
5
DD icon
DuPont de Nemours
DD
+$419K

Sector Composition

1 Technology 24.41%
2 Healthcare 15.08%
3 Financials 12.59%
4 Consumer Staples 11.47%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 1.32%
38,994
-300
27
$2.65M 1.18%
91,522
+723
28
$2.65M 1.18%
28,652
-790
29
$2.64M 1.17%
30,656
+2,650
30
$2.6M 1.15%
19,788
-215
31
$2.54M 1.13%
+19,869
32
$2.53M 1.12%
30,364
+225
33
$2.51M 1.11%
17,288
-491
34
$2.47M 1.1%
29,710
-930
35
$2.47M 1.1%
24,112
+200
36
$2.37M 1.05%
93,707
+2,317
37
$2.36M 1.05%
9,681
+100
38
$2.27M 1.01%
92,100
+1,200
39
$2.23M 0.99%
16,473
+3,125
40
$2.19M 0.97%
40,560
+540
41
$2.13M 0.94%
29,099
+621
42
$2.11M 0.94%
48,573
+1,025
43
$2.02M 0.9%
18,959
+5,875
44
$1.95M 0.87%
23,305
-450
45
$1.81M 0.8%
15,715
+1,040
46
$1.78M 0.79%
64,605
+700
47
$1.7M 0.75%
27,796
-4,450
48
$1.65M 0.73%
10,888
-930
49
$1.64M 0.73%
23,970
50
$1.62M 0.72%
34,180
-27,395
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