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
$233M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

1 +$6.62M
2 +$1.47M
3 +$1.09M
4
RTN
Raytheon Company
RTN
+$1M
5
BR icon
Broadridge
BR
+$799K

Sector Composition

1 Technology 28.59%
2 Healthcare 15.83%
3 Financials 10.17%
4 Consumer Staples 10.09%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.34M 0.58%
21,747
+4,280
52
$1.32M 0.57%
7,383
+3,720
53
$1.3M 0.56%
6,918
-165
54
$1.28M 0.55%
15,550
55
$1.26M 0.54%
18,045
-60
56
$1.25M 0.54%
59,242
+15,892
57
$1.23M 0.53%
4,921
-40
58
$1.22M 0.52%
31,089
+2,338
59
$1.17M 0.5%
19,313
-2,984
60
$1.17M 0.5%
11,970
-560
61
$1.13M 0.48%
44,066
+5,130
62
$1.09M 0.47%
22,485
+2,145
63
$989K 0.42%
6,840
-601
64
$971K 0.42%
23,103
-4,590
65
$873K 0.37%
2,005
+645
66
$831K 0.36%
12,652
-16,525
67
$830K 0.36%
7,442
-288
68
$767K 0.33%
3,945
69
$755K 0.32%
69,425
+1,825
70
$736K 0.32%
+3,046
71
$719K 0.31%
2,306
+701
72
$716K 0.31%
+4,310
73
$669K 0.29%
21,200
-70
74
$660K 0.28%
17,995
+930
75
$648K 0.28%
8,421
-189