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
$233M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

1 +$6.62M
2 +$1.47M
3 +$1.09M
4
RTN
Raytheon Company
RTN
+$1M
5
BR icon
Broadridge
BR
+$799K

Sector Composition

1 Technology 28.59%
2 Healthcare 15.83%
3 Financials 10.17%
4 Consumer Staples 10.09%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.58M 1.11%
29,479
-1,080
27
$2.56M 1.1%
20,193
-5,844
28
$2.56M 1.1%
17,095
+70
29
$2.55M 1.09%
12,349
-1,398
30
$2.54M 1.09%
90,465
-825
31
$2.54M 1.09%
29,025
32
$2.49M 1.07%
18,813
+35
33
$2.43M 1.04%
78,186
-278
34
$2.3M 0.99%
17,639
+29
35
$2.3M 0.99%
25,745
+552
36
$2.29M 0.98%
43,551
-130
37
$2.24M 0.96%
97,939
+179
38
$2.13M 0.91%
9,850
-9
39
$2.08M 0.89%
64,080
-100
40
$2.03M 0.87%
10,650
-3,395
41
$1.98M 0.85%
25,559
-2,910
42
$1.94M 0.83%
43,334
-360
43
$1.93M 0.83%
31,375
+14,446
44
$1.82M 0.78%
76,525
-11,345
45
$1.63M 0.7%
7,193
+186
46
$1.55M 0.67%
38,835
+6,894
47
$1.54M 0.66%
49,600
48
$1.49M 0.64%
11,830
-6,332
49
$1.46M 0.62%
19,775
-685
50
$1.42M 0.61%
18,343
-220