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
$225M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$909K
3
+$887K
4
ANET icon
Arista Networks
ANET
+$813K
5
BABA icon
Alibaba
BABA
+$723K

Top Sells

1
+$1.3M
2
+$474K
3
+$460K
4
AMGN icon
Amgen
AMGN
+$458K
5
DD icon
DuPont de Nemours
DD
+$419K

Sector Composition

1 Technology 24.41%
2 Healthcare 15.08%
3 Financials 12.59%
4 Consumer Staples 11.47%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.68%
9,075
+4,265
52
$1.49M 0.66%
8,554
53
$1.43M 0.64%
16,550
-4,540
54
$1.43M 0.64%
17,482
+210
55
$1.43M 0.63%
18,155
-555
56
$1.36M 0.6%
28,716
-1,120
57
$1.27M 0.57%
28,077
+20,045
58
$1.23M 0.55%
6,377
+475
59
$1.23M 0.54%
19,857
+1,298
60
$1.21M 0.54%
6,940
+150
61
$1.17M 0.52%
13,400
-275
62
$1.13M 0.5%
30,726
+630
63
$1.13M 0.5%
27,540
+915
64
$1.09M 0.48%
49,600
65
$1.03M 0.46%
8,785
+7,555
66
$1.02M 0.45%
7,291
+275
67
$988K 0.44%
14,870
68
$963K 0.43%
4,630
-100
69
$902K 0.4%
22,692
+849
70
$867K 0.39%
4,068
+100
71
$813K 0.36%
+50,080
72
$804K 0.36%
6,637
-122
73
$757K 0.34%
14,441
-700
74
$743K 0.33%
62,825
+8,200
75
$698K 0.31%
4,335
-175
1 2
3
4 5