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
$156M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$749K
3
+$666K
4
EG icon
Everest Group
EG
+$663K
5
POT
Potash Corp Of Saskatchewan
POT
+$582K

Top Sells

1
+$1.15M
2
+$922K
3
+$840K
4
NOV icon
NOV
NOV
+$792K
5
CVD
COVANCE INC.
CVD
+$627K

Sector Composition

1 Consumer Staples 18.6%
2 Healthcare 16.11%
3 Technology 15.09%
4 Industrials 10.62%
5 Financials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.66%
11,630
-1,915
52
$1.03M 0.66%
55,910
+4,000
53
$1.02M 0.66%
39,150
-50
54
$1.01M 0.65%
9,750
-50
55
$1M 0.64%
28,248
+1,000
56
$970K 0.62%
32,811
+5,407
57
$942K 0.6%
24,160
-3,200
58
$935K 0.6%
5,490
+3,890
59
$862K 0.55%
10,701
-972
60
$749K 0.48%
+2,205
61
$723K 0.46%
6,256
+748
62
$720K 0.46%
3,155
-20
63
$705K 0.45%
8,319
+4,094
64
$697K 0.45%
10,630
65
$685K 0.44%
15,217
-1,400
66
$685K 0.44%
16,935
67
$666K 0.43%
+6,400
68
$633K 0.41%
7,911
+464
69
$623K 0.4%
10,550
70
$609K 0.39%
8,020
+4,650
71
$581K 0.37%
50,100
72
$557K 0.36%
7,300
-150
73
$468K 0.3%
8,863
-200
74
$450K 0.29%
4,325
-6,025
75
$441K 0.28%
4,626
+378
1 2
3
4 5