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
$228M
AUM Growth
+$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$795K
3
+$459K
4
NOC icon
Northrop Grumman
NOC
+$427K
5
ZTS icon
Zoetis
ZTS
+$302K

Top Sells

1
+$1.24M
2
+$611K
3
+$570K
4
INTC icon
Intel
INTC
+$524K
5
SNA icon
Snap-on
SNA
+$410K

Sector Composition

1 Technology 24.55%
2 Healthcare 13.98%
3 Financials 12.82%
4 Consumer Staples 11.91%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.66%
23,496
+3,639
52
$1.49M 0.65%
13,570
-2,145
53
$1.48M 0.65%
17,075
+525
54
$1.47M 0.65%
17,153
-329
55
$1.44M 0.63%
22,770
-1,200
56
$1.38M 0.6%
18,155
57
$1.23M 0.54%
31,101
+375
58
$1.19M 0.52%
+63,600
59
$1.17M 0.51%
28,617
-99
60
$1.17M 0.51%
6,890
-50
61
$1.14M 0.5%
6,377
62
$1.09M 0.48%
4,716
+86
63
$1.05M 0.46%
7,048
-3,840
64
$1.03M 0.45%
80,265
+17,440
65
$969K 0.42%
14,305
-565
66
$948K 0.42%
49,600
67
$946K 0.41%
7,261
-30
68
$858K 0.38%
15,496
+1,055
69
$833K 0.36%
4,003
-65
70
$825K 0.36%
55,280
+5,200
71
$796K 0.35%
20,956
-6,584
72
$712K 0.31%
10,700
73
$699K 0.31%
12,639
+195
74
$697K 0.31%
6,437
-200
75
$689K 0.3%
11,750
-1,650
1 2
3
4 5