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
$165M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$948K
3
+$586K
4
BK icon
Bank of New York Mellon
BK
+$582K
5
INTC icon
Intel
INTC
+$535K

Top Sells

1
+$395K
2
+$331K
3
+$304K
4
NEO icon
NeoGenomics
NEO
+$225K
5
DEO icon
Diageo
DEO
+$215K

Sector Composition

1 Technology 19.69%
2 Healthcare 16.26%
3 Consumer Staples 16.04%
4 Industrials 10.83%
5 Financials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.62%
12,450
+1,850
52
$1.02M 0.62%
6,395
+75
53
$1.01M 0.61%
4,670
+100
54
$994K 0.6%
8,400
55
$953K 0.58%
13,850
-1,260
56
$941K 0.57%
8,244
-376
57
$838K 0.51%
10,078
-770
58
$817K 0.49%
7,894
-2,006
59
$810K 0.49%
11,205
+355
60
$762K 0.46%
6,860
+252
61
$743K 0.45%
14,462
-165
62
$708K 0.43%
4,979
63
$706K 0.43%
4,825
-525
64
$680K 0.41%
6,595
+75
65
$629K 0.38%
15,440
-9,700
66
$629K 0.38%
8,050
67
$615K 0.37%
8,634
+450
68
$582K 0.35%
+12,275
69
$582K 0.35%
4,143
-2,355
70
$568K 0.34%
7,142
+30
71
$531K 0.32%
3,955
+100
72
$518K 0.31%
14,880
-300
73
$483K 0.29%
19,940
+7,700
74
$477K 0.29%
10,000
75
$476K 0.29%
8,132
+1,650
1 2
3
4 5