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
$228M
AUM Growth
+$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$795K
3
+$459K
4
NOC icon
Northrop Grumman
NOC
+$427K
5
ZTS icon
Zoetis
ZTS
+$302K

Top Sells

1
+$1.24M
2
+$611K
3
+$570K
4
INTC icon
Intel
INTC
+$524K
5
SNA icon
Snap-on
SNA
+$410K

Sector Composition

1 Technology 24.55%
2 Healthcare 13.98%
3 Financials 12.82%
4 Consumer Staples 11.91%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 1.29%
23,942
-170
27
$2.9M 1.27%
24,450
-189
28
$2.7M 1.18%
94,316
+609
29
$2.68M 1.17%
29,931
-725
30
$2.67M 1.17%
19,438
-350
31
$2.62M 1.15%
76,814
+446
32
$2.54M 1.11%
87,070
-4,452
33
$2.54M 1.11%
20,144
+1,185
34
$2.51M 1.1%
20,194
+325
35
$2.48M 1.09%
40,660
+100
36
$2.47M 1.08%
29,685
-25
37
$2.42M 1.06%
91,050
-1,050
38
$2.37M 1.04%
17,252
-36
39
$2.22M 0.97%
43,762
+15,685
40
$2.16M 0.95%
28,699
-400
41
$2.03M 0.89%
9,341
-340
42
$1.9M 0.83%
21,455
-1,850
43
$1.9M 0.83%
16,219
-254
44
$1.82M 0.8%
64,355
-250
45
$1.75M 0.77%
34,770
+590
46
$1.7M 0.74%
44,545
-4,028
47
$1.66M 0.73%
8,454
-100
48
$1.61M 0.7%
16,192
-12,460
49
$1.59M 0.69%
9,485
+410
50
$1.57M 0.69%
27,571
-225
1
2
3 4 5