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
$202M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$617K
3
+$594K
4
STT icon
State Street
STT
+$527K
5
OMC icon
Omnicom Group
OMC
+$254K

Top Sells

1
+$790K
2
+$390K
3
+$320K
4
SNY icon
Sanofi
SNY
+$305K
5
GE icon
GE Aerospace
GE
+$273K

Sector Composition

1 Technology 21.9%
2 Healthcare 15.65%
3 Consumer Staples 13.2%
4 Financials 12.86%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.69%
24,200
+18,450
52
$1.38M 0.68%
7,324
+1,260
53
$1.19M 0.59%
17,621
-3,028
54
$1.04M 0.51%
7,236
+966
55
$1.01M 0.5%
6,906
+338
56
$1M 0.5%
22,886
57
$928K 0.46%
4,195
+118
58
$903K 0.45%
13,405
+650
59
$864K 0.43%
5,012
+857
60
$860K 0.43%
15,965
-1,750
61
$840K 0.42%
6,964
-1,140
62
$825K 0.41%
4,354
-25
63
$733K 0.36%
13,679
-500
64
$713K 0.35%
4,100
-250
65
$713K 0.35%
4,145
+60
66
$658K 0.33%
10,743
-1
67
$636K 0.31%
11,490
-2,250
68
$617K 0.31%
11,700
-200
69
$617K 0.31%
+17,691
70
$616K 0.3%
8,598
-800
71
$594K 0.29%
32,250
+4,360
72
$594K 0.29%
+5,071
73
$586K 0.29%
10,700
74
$568K 0.28%
10,780
-320
75
$566K 0.28%
7,690
-80
1 2
3
4 5