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
$151M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$295K
3
+$260K
4
POT
Potash Corp Of Saskatchewan
POT
+$238K
5
BMO icon
Bank of Montreal
BMO
+$221K

Top Sells

1
+$710K
2
+$623K
3
+$342K
4
BAC icon
Bank of America
BAC
+$336K
5
CLX icon
Clorox
CLX
+$302K

Sector Composition

1 Consumer Staples 17.79%
2 Technology 16.42%
3 Healthcare 15.5%
4 Industrials 8.92%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.25%
4,248
+71
77
$357K 0.24%
5,100
-700
78
$357K 0.24%
3,170
-225
79
$356K 0.24%
4,225
+730
80
$346K 0.23%
5,325
81
$342K 0.23%
5,270
-500
82
$324K 0.22%
11,692
83
$324K 0.22%
5,560
-80
84
$321K 0.21%
13,440
-3,200
85
$316K 0.21%
633
-3
86
$313K 0.21%
60,000
87
$309K 0.21%
4,897
88
$300K 0.2%
2,956
89
$296K 0.2%
64
+3
90
$295K 0.2%
+4,950
91
$273K 0.18%
2,840
92
$270K 0.18%
3,839
-114
93
$270K 0.18%
122,700
-2,500
94
$265K 0.18%
4,600
-760
95
$260K 0.17%
+1,600
96
$253K 0.17%
10,040
+1,600
97
$245K 0.16%
3,935
+266
98
$239K 0.16%
2,065
-100
99
$235K 0.16%
1,698
-300
100
$227K 0.15%
2,935
-1,280
1 2 3
4
5