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
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.1M
3
+$672K
4
WEC icon
WEC Energy
WEC
+$427K
5
KLAC icon
KLA
KLAC
+$381K

Top Sells

1
+$2.29M
2
+$854K
3
+$452K
4
UTHR icon
United Therapeutics
UTHR
+$423K
5
MON
Monsanto Co
MON
+$346K

Sector Composition

1 Consumer Staples 17.55%
2 Healthcare 17.43%
3 Technology 16.15%
4 Industrials 10.89%
5 Financials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$480K 0.31%
5,825
-500
77
$477K 0.31%
9,815
+3,160
78
$458K 0.3%
95,300
-7,400
79
$451K 0.29%
7,815
-1,515
80
$447K 0.29%
3,850
81
$440K 0.29%
5,200
-1,000
82
$426K 0.28%
5,096
+326
83
$424K 0.28%
12,800
+400
84
$406K 0.26%
14,820
-600
85
$389K 0.25%
5,320
86
$376K 0.24%
5,560
+100
87
$359K 0.23%
35,500
-3,100
88
$349K 0.23%
3,261
-196
89
$346K 0.23%
3,250
+515
90
$341K 0.22%
2,740
+80
91
$338K 0.22%
11,692
92
$325K 0.21%
60,000
93
$324K 0.21%
5,250
94
$322K 0.21%
4,650
-300
95
$308K 0.2%
4,164
-228
96
$305K 0.2%
+2,390
97
$305K 0.2%
4,897
98
$296K 0.19%
2,700
99
$292K 0.19%
10,800
+371
100
$278K 0.18%
+6,275
1 2 3
4
5