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
$248M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$934K
3
+$452K
4
CAI
CAI International, Inc.
CAI
+$391K
5
URI icon
United Rentals
URI
+$339K

Top Sells

1
+$1.61M
2
+$1.34M
3
+$417K
4
SJM icon
J.M. Smucker
SJM
+$377K
5
BIDU icon
Baidu
BIDU
+$291K

Sector Composition

1 Technology 25.38%
2 Healthcare 14.56%
3 Financials 12.67%
4 Consumer Staples 10.97%
5 Consumer Discretionary 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 1.22%
17,101
-215
27
$3M 1.21%
24,850
+400
28
$2.98M 1.2%
31,506
+1,575
29
$2.93M 1.18%
23,992
+50
30
$2.88M 1.16%
77,393
+579
31
$2.85M 1.15%
96,554
+2,238
32
$2.83M 1.14%
30,694
-835
33
$2.81M 1.13%
29,685
34
$2.74M 1.1%
40,960
+300
35
$2.71M 1.09%
9,211
-130
36
$2.68M 1.08%
91,575
+525
37
$2.63M 1.06%
20,024
-120
38
$2.58M 1.04%
17,521
+269
39
$2.58M 1.04%
18,883
-555
40
$2.31M 0.93%
18,664
-1,530
41
$2.08M 0.84%
64,255
-100
42
$2.02M 0.81%
28,729
+30
43
$2.01M 0.81%
9,485
44
$1.99M 0.8%
43,845
-700
45
$1.95M 0.79%
36,320
+1,550
46
$1.87M 0.75%
8,514
+60
47
$1.84M 0.74%
20,910
-545
48
$1.82M 0.73%
27,946
+375
49
$1.73M 0.7%
15,759
-460
50
$1.71M 0.69%
26,034
+2,538
1
2
3 4 5