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
$151M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$295K
3
+$260K
4
POT
Potash Corp Of Saskatchewan
POT
+$238K
5
BMO icon
Bank of Montreal
BMO
+$221K

Top Sells

1
+$710K
2
+$623K
3
+$342K
4
BAC icon
Bank of America
BAC
+$336K
5
CLX icon
Clorox
CLX
+$302K

Sector Composition

1 Consumer Staples 17.79%
2 Technology 16.42%
3 Healthcare 15.5%
4 Industrials 8.92%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.69%
39,200
-2,850
52
$1.01M 0.67%
10,600
-1,500
53
$945K 0.63%
16,695
-524
54
$940K 0.62%
24,530
-2,095
55
$919K 0.61%
27,360
-2,900
56
$893K 0.59%
9,800
-435
57
$881K 0.58%
27,248
-1,000
58
$815K 0.54%
10,350
-100
59
$792K 0.53%
10,400
+200
60
$769K 0.51%
27,404
-422
61
$696K 0.46%
16,617
62
$693K 0.46%
3,175
-275
63
$685K 0.45%
10,630
-200
64
$617K 0.41%
50,100
65
$604K 0.4%
16,935
-600
66
$597K 0.4%
7,447
-500
67
$571K 0.38%
10,122
-525
68
$569K 0.38%
5,508
+104
69
$540K 0.36%
10,550
70
$451K 0.3%
15,442
71
$442K 0.29%
7,450
-375
72
$436K 0.29%
18,900
-3,500
73
$416K 0.28%
41,100
-5,400
74
$390K 0.26%
13,606
+1,806
75
$390K 0.26%
9,063
1 2
3
4 5