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
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.1M
3
+$672K
4
WEC icon
WEC Energy
WEC
+$427K
5
KLAC icon
KLA
KLAC
+$381K

Top Sells

1
+$2.29M
2
+$854K
3
+$452K
4
UTHR icon
United Therapeutics
UTHR
+$423K
5
MON
Monsanto Co
MON
+$346K

Sector Composition

1 Consumer Staples 17.55%
2 Healthcare 17.43%
3 Technology 16.15%
4 Industrials 10.89%
5 Financials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.68%
26,550
-5,000
52
$1.02M 0.67%
5,630
-125
53
$981K 0.64%
24,441
+408
54
$952K 0.62%
23,610
-1,195
55
$929K 0.6%
36,930
-2,150
56
$928K 0.6%
52,210
-3,600
57
$921K 0.6%
2,280
+75
58
$915K 0.6%
10,300
-500
59
$878K 0.57%
9,220
-80
60
$833K 0.54%
7,856
+1,150
61
$831K 0.54%
10,691
62
$829K 0.54%
9,883
+345
63
$826K 0.54%
18,355
+9,492
64
$747K 0.49%
40,077
-13,250
65
$708K 0.46%
21,735
-2,525
66
$703K 0.46%
3,530
67
$683K 0.44%
10,250
-100
68
$672K 0.44%
+10,775
69
$652K 0.42%
15,017
+200
70
$642K 0.42%
7,855
-165
71
$641K 0.42%
11,390
+6,770
72
$626K 0.41%
7,805
-75
73
$550K 0.36%
47,100
-2,800
74
$529K 0.34%
16,425
-60
75
$516K 0.34%
5,307
-53
1 2
3
4 5