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
$156M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$749K
3
+$666K
4
EG icon
Everest Group
EG
+$663K
5
POT
Potash Corp Of Saskatchewan
POT
+$582K

Top Sells

1
+$1.15M
2
+$922K
3
+$840K
4
NOV icon
NOV
NOV
+$792K
5
CVD
COVANCE INC.
CVD
+$627K

Sector Composition

1 Consumer Staples 18.6%
2 Healthcare 16.11%
3 Technology 15.09%
4 Industrials 10.62%
5 Financials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$436K 0.28%
3,815
+1,750
77
$419K 0.27%
39,600
-1,500
78
$389K 0.25%
11,692
79
$385K 0.25%
3,631
+675
80
$384K 0.25%
12,400
-1,206
81
$370K 0.24%
103,700
-19,000
82
$367K 0.23%
3,070
-100
83
$364K 0.23%
5,270
84
$362K 0.23%
5,500
-60
85
$355K 0.23%
5,100
86
$335K 0.21%
4,409
+570
87
$334K 0.21%
5,325
88
$327K 0.21%
4,897
89
$321K 0.21%
4,950
90
$309K 0.2%
11,090
+1,050
91
$309K 0.2%
14,600
+1,160
92
$301K 0.19%
+7,995
93
$294K 0.19%
+4,750
94
$288K 0.18%
2,840
95
$282K 0.18%
3,988
+53
96
$267K 0.17%
+11,750
97
$265K 0.17%
2,935
98
$259K 0.17%
3,193
+268
99
$255K 0.16%
+2,510
100
$251K 0.16%
60,000
1 2 3
4
5