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
$154M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.26M
3
+$1.18M
4
CELG
Celgene Corp
CELG
+$870K
5
WBA
Walgreens Boots Alliance
WBA
+$581K

Top Sells

1
+$699K
2
+$604K
3
+$433K
4
APC
Anadarko Petroleum
APC
+$286K
5
EXAS icon
Exact Sciences
EXAS
+$241K

Sector Composition

1 Consumer Staples 17.23%
2 Technology 15.85%
3 Healthcare 14.54%
4 Energy 9.65%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.7%
26,625
-1,550
52
$1.05M 0.68%
30,260
-600
53
$985K 0.64%
11,120
-1,100
54
$951K 0.62%
17,219
-1,886
55
$944K 0.61%
10,235
-1,100
56
$895K 0.58%
10,450
+350
57
$852K 0.55%
28,248
+5,920
58
$840K 0.55%
10,200
-1,389
59
$828K 0.54%
9,810
+1,050
60
$784K 0.51%
27,826
+6,324
61
$729K 0.47%
50,100
62
$720K 0.47%
16,617
+815
63
$672K 0.44%
10,830
-650
64
$647K 0.42%
10,647
-1,500
65
$645K 0.42%
3,450
-300
66
$640K 0.42%
17,535
-75
67
$639K 0.41%
7,947
+4,580
68
$623K 0.4%
7,177
-600
69
$581K 0.38%
+7,825
70
$577K 0.37%
5,404
+313
71
$570K 0.37%
22,400
-8,900
72
$512K 0.33%
10,550
73
$489K 0.32%
46,500
+5,500
74
$455K 0.3%
5,800
+625
75
$448K 0.29%
15,442
+2,594
1 2
3
4 5