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
$157M
AUM Growth
+$634K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.07M
3
+$1.05M
4
BX icon
Blackstone
BX
+$634K
5
JNJ icon
Johnson & Johnson
JNJ
+$420K

Top Sells

1
+$2.22M
2
+$745K
3
+$510K
4
CVD
COVANCE INC.
CVD
+$450K
5
APC
Anadarko Petroleum
APC
+$436K

Sector Composition

1 Consumer Staples 18.31%
2 Healthcare 16.86%
3 Technology 16.8%
4 Industrials 9.84%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$460K 0.29%
102,700
-1,000
77
$452K 0.29%
10,895
+2,900
78
$439K 0.28%
8,863
79
$426K 0.27%
3,850
+35
80
$412K 0.26%
15,420
+820
81
$406K 0.26%
38,600
-1,000
82
$399K 0.25%
12,400
83
$371K 0.24%
3,457
-174
84
$369K 0.24%
11,692
85
$363K 0.23%
4,950
86
$363K 0.23%
4,392
-17
87
$355K 0.23%
5,460
-40
88
$348K 0.22%
+5,320
89
$347K 0.22%
4,770
-500
90
$346K 0.22%
3,070
91
$332K 0.21%
5,250
-75
92
$325K 0.21%
+6,655
93
$324K 0.21%
4,897
94
$317K 0.2%
2,700
-140
95
$311K 0.2%
2,735
-200
96
$289K 0.18%
10,429
+2,006
97
$281K 0.18%
60,000
98
$280K 0.18%
3,935
-53
99
$270K 0.17%
+4,620
100
$269K 0.17%
11,750
1 2 3
4
5