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
$190M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$876K
3
+$751K
4
URI icon
United Rentals
URI
+$567K
5
ORLY icon
O'Reilly Automotive
ORLY
+$421K

Top Sells

1
+$1.37M
2
+$1.3M
3
+$818K
4
COP icon
ConocoPhillips
COP
+$764K
5
DD
Du Pont De Nemours E I
DD
+$758K

Sector Composition

1 Technology 21.1%
2 Healthcare 16.44%
3 Consumer Staples 13.81%
4 Financials 12.19%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.66%
11,939
-1,420
52
$1.13M 0.59%
6,064
-129
53
$954K 0.5%
8,104
-50
54
$931K 0.49%
22,886
-1,312
55
$931K 0.49%
4,077
-476
56
$910K 0.48%
12,755
+45
57
$892K 0.47%
6,568
-99
58
$876K 0.46%
+6,270
59
$811K 0.43%
4,350
60
$798K 0.42%
17,715
+900
61
$796K 0.42%
13,740
-1,400
62
$790K 0.42%
9,331
-525
63
$761K 0.4%
9,398
+300
64
$760K 0.4%
14,179
-68
65
$718K 0.38%
4,155
+90
66
$716K 0.38%
4,379
+4
67
$685K 0.36%
10,744
+662
68
$676K 0.36%
8,753
-947
69
$642K 0.34%
11,900
70
$616K 0.32%
10,700
71
$610K 0.32%
54,800
72
$595K 0.31%
7,451
-616
73
$567K 0.3%
+4,085
74
$540K 0.28%
11,100
-900
75
$520K 0.27%
45,300
1 2
3
4 5