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
$185M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.07M
3
+$694K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$680K
5
QCOM icon
Qualcomm
QCOM
+$568K

Top Sells

1
+$1.26M
2
+$996K
3
+$945K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$941K
5
ORLY icon
O'Reilly Automotive
ORLY
+$588K

Sector Composition

1 Technology 20%
2 Healthcare 16.62%
3 Consumer Staples 14.83%
4 Financials 11.57%
5 Industrials 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$514K 0.28%
3,495
-8,586
77
$499K 0.27%
45,300
78
$491K 0.27%
54,800
79
$488K 0.26%
2,963
-380
80
$477K 0.26%
7,960
-2,019
81
$462K 0.25%
+1,900
82
$459K 0.25%
37,200
83
$416K 0.23%
10,360
84
$396K 0.21%
4,425
+1,250
85
$391K 0.21%
3,138
-1
86
$384K 0.21%
+27,150
87
$378K 0.2%
2,230
88
$351K 0.19%
+6,011
89
$345K 0.19%
7,045
+325
90
$333K 0.18%
3,130
-35
91
$324K 0.18%
+7,595
92
$322K 0.17%
3,525
93
$322K 0.17%
6,725
94
$320K 0.17%
5,240
+1,584
95
$319K 0.17%
9,855
-10
96
$318K 0.17%
14,405
-110
97
$318K 0.17%
3,475
98
$305K 0.17%
2,354
-125
99
$290K 0.16%
5,400
-200
100
$273K 0.15%
5,095
1 2 3
4
5