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
$157M
AUM Growth
+$634K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.07M
3
+$1.05M
4
BX icon
Blackstone
BX
+$634K
5
JNJ icon
Johnson & Johnson
JNJ
+$420K

Top Sells

1
+$2.22M
2
+$745K
3
+$510K
4
CVD
COVANCE INC.
CVD
+$450K
5
APC
Anadarko Petroleum
APC
+$436K

Sector Composition

1 Consumer Staples 18.31%
2 Healthcare 16.86%
3 Technology 16.8%
4 Industrials 9.84%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.68%
+21,720
52
$1.02M 0.65%
55,810
-100
53
$1.01M 0.64%
53,327
-1,522
54
$1M 0.64%
11,430
-200
55
$1M 0.64%
5,755
+265
56
$1M 0.64%
39,080
-70
57
$941K 0.6%
9,300
-450
58
$932K 0.59%
2,205
59
$918K 0.59%
24,033
+16,610
60
$854K 0.54%
11,856
-3,745
61
$851K 0.54%
24,260
+100
62
$823K 0.52%
9,538
+1,219
63
$780K 0.5%
10,691
-10
64
$736K 0.47%
3,530
+375
65
$719K 0.46%
6,706
+450
66
$668K 0.43%
10,350
-200
67
$659K 0.42%
8,020
68
$648K 0.41%
14,817
-400
69
$635K 0.4%
7,880
-31
70
$618K 0.39%
16,485
-450
71
$596K 0.38%
49,900
-200
72
$534K 0.34%
5,360
+734
73
$527K 0.34%
6,325
-75
74
$526K 0.34%
9,330
-1,300
75
$526K 0.34%
6,200
-1,100
1 2
3
4 5