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
$154M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.26M
3
+$1.18M
4
CELG
Celgene Corp
CELG
+$870K
5
WBA
Walgreens Boots Alliance
WBA
+$581K

Top Sells

1
+$699K
2
+$604K
3
+$433K
4
APC
Anadarko Petroleum
APC
+$286K
5
EXAS icon
Exact Sciences
EXAS
+$241K

Sector Composition

1 Consumer Staples 17.23%
2 Technology 15.85%
3 Healthcare 14.54%
4 Energy 9.65%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.28%
9,063
+1,000
77
$424K 0.28%
3,395
-250
78
$406K 0.26%
5,325
79
$385K 0.25%
16,640
-1,600
80
$371K 0.24%
4,177
+262
81
$359K 0.23%
5,360
-80
82
$359K 0.23%
5,770
83
$356K 0.23%
11,692
84
$356K 0.23%
61
+14
85
$348K 0.23%
11,800
+950
86
$342K 0.22%
1,522
-188
87
$336K 0.22%
21,810
-10,800
88
$328K 0.21%
5,640
+1,450
89
$307K 0.2%
4,215
-805
90
$303K 0.2%
4,897
+185
91
$302K 0.2%
3,297
-100
92
$301K 0.2%
2,956
-174
93
$297K 0.19%
2,840
-160
94
$296K 0.19%
+3,495
95
$291K 0.19%
636
-173
96
$289K 0.19%
3,953
-1,083
97
$285K 0.18%
125,200
-41,700
98
$276K 0.18%
2,165
99
$258K 0.17%
3,720
+100
100
$253K 0.16%
1,998
-900
1 2 3
4
5