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
$141M
AUM Growth
+$598K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$866K
3 +$574K
4
UL icon
Unilever
UL
+$520K
5
BFH icon
Bread Financial
BFH
+$372K

Top Sells

1 +$580K
2 +$518K
3 +$447K
4
CVD
COVANCE INC.
CVD
+$385K
5
FAST icon
Fastenal
FAST
+$377K

Sector Composition

1 Consumer Staples 16.54%
2 Technology 15.51%
3 Healthcare 14.66%
4 Energy 9.7%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$376K 0.27%
8,063
-250
77
$372K 0.26%
+1,710
78
$371K 0.26%
5,036
79
$364K 0.26%
5,440
80
$363K 0.26%
2,898
81
$363K 0.26%
5,175
-500
82
$357K 0.25%
12,848
83
$347K 0.25%
+3,915
84
$340K 0.24%
5,770
-350
85
$334K 0.24%
5,325
86
$333K 0.24%
11,692
87
$330K 0.23%
5,020
88
$316K 0.22%
10,850
89
$306K 0.22%
3,130
-555
90
$299K 0.21%
3,397
-205
91
$288K 0.2%
3,000
92
$271K 0.19%
4,712
93
$270K 0.19%
3,367
+25
94
$270K 0.19%
2,165
-650
95
$249K 0.18%
+4,190
96
$241K 0.17%
17,000
97
$237K 0.17%
3,620
+20
98
$227K 0.16%
3,882
+292
99
$227K 0.16%
47
-19
100
$224K 0.16%
3,350
-2,500