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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.37M
3
+$4.27M
4
VZ icon
Verizon
VZ
+$4.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.26%
2 Healthcare 15.2%
3 Technology 14.36%
4 Energy 10.18%
5 Financials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$917K 0.7%
+12,647
52
$912K 0.7%
+688
53
$865K 0.66%
+31,308
54
$828K 0.63%
+18,675
55
$803K 0.61%
+19,850
56
$746K 0.57%
+207,000
57
$687K 0.52%
+50,500
58
$641K 0.49%
+10,314
59
$630K 0.48%
+23,694
60
$600K 0.46%
+12,580
61
$577K 0.44%
+50,404
62
$576K 0.44%
+7,680
63
$528K 0.4%
+41,010
64
$517K 0.4%
+5,550
65
$514K 0.39%
+5,425
66
$496K 0.38%
+5,715
67
$482K 0.37%
+10,775
68
$475K 0.36%
+30,590
69
$473K 0.36%
+21,628
70
$452K 0.35%
+11,013
71
$438K 0.33%
+44,600
72
$413K 0.32%
+6,600
73
$390K 0.3%
+3,945
74
$385K 0.29%
+10,627
75
$379K 0.29%
+7,702
1 2
3
4 5