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
$155M
AUM Growth
-$606K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$624K
3
+$586K
4
CRI icon
Carter's
CRI
+$546K
5
MCHP icon
Microchip Technology
MCHP
+$429K

Top Sells

1
+$2.77M
2
+$1.1M
3
+$490K
4
WFC icon
Wells Fargo
WFC
+$411K
5
AAPL icon
Apple
AAPL
+$352K

Sector Composition

1 Consumer Staples 18.88%
2 Healthcare 17.48%
3 Technology 16.97%
4 Industrials 11.85%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.67%
6,558
-115
52
$955K 0.62%
8,350
-2,200
53
$912K 0.59%
9,900
-100
54
$896K 0.58%
10,880
+1,125
55
$867K 0.56%
16,900
56
$854K 0.55%
9,895
+125
57
$846K 0.55%
18,155
-2,725
58
$839K 0.54%
3,785
+2,645
59
$803K 0.52%
47,125
+100
60
$749K 0.48%
9,720
+100
61
$725K 0.47%
16,625
62
$681K 0.44%
5,280
+3,250
63
$644K 0.42%
6,027
-749
64
$638K 0.41%
15,702
-10
65
$634K 0.41%
10,120
+2,650
66
$628K 0.4%
7,085
-1,800
67
$614K 0.4%
7,607
-258
68
$602K 0.39%
5,395
-2,955
69
$566K 0.36%
8,850
-400
70
$565K 0.36%
10,220
+695
71
$546K 0.35%
+5,175
72
$530K 0.34%
53,000
-6,500
73
$517K 0.33%
6,750
-1,250
74
$493K 0.32%
7,204
-12
75
$476K 0.31%
5,650
-350
1 2
3
4 5