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
$248M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$934K
3
+$452K
4
CAI
CAI International, Inc.
CAI
+$391K
5
URI icon
United Rentals
URI
+$339K

Top Sells

1
+$1.61M
2
+$1.34M
3
+$417K
4
SJM icon
J.M. Smucker
SJM
+$377K
5
BIDU icon
Baidu
BIDU
+$291K

Sector Composition

1 Technology 25.38%
2 Healthcare 14.56%
3 Financials 12.67%
4 Consumer Staples 10.97%
5 Consumer Discretionary 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.65%
16,994
-159
52
$1.55M 0.62%
18,195
+40
53
$1.51M 0.61%
78,340
+14,740
54
$1.5M 0.6%
45,740
+28,515
55
$1.45M 0.59%
49,600
56
$1.44M 0.58%
16,100
-975
57
$1.43M 0.58%
28,648
+31
58
$1.42M 0.57%
6,912
+535
59
$1.4M 0.56%
22,925
+155
60
$1.33M 0.54%
7,510
+620
61
$1.26M 0.51%
31,866
+765
62
$1.21M 0.49%
14,405
+100
63
$1.15M 0.46%
7,083
+35
64
$1.11M 0.45%
7,711
+450
65
$1.1M 0.44%
5,041
+325
66
$1.05M 0.42%
82,365
+2,100
67
$1.04M 0.42%
9,947
-3,623
68
$925K 0.37%
15,601
+105
69
$864K 0.35%
3,813
-190
70
$863K 0.35%
6,467
+30
71
$790K 0.32%
10,700
72
$757K 0.31%
12,839
+200
73
$732K 0.3%
11,215
-535
74
$716K 0.29%
16,467
-550
75
$703K 0.28%
3,945
-150
1 2
3
4 5