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
$190M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$876K
3
+$751K
4
URI icon
United Rentals
URI
+$567K
5
ORLY icon
O'Reilly Automotive
ORLY
+$421K

Top Sells

1
+$1.37M
2
+$1.3M
3
+$818K
4
COP icon
ConocoPhillips
COP
+$764K
5
DD
Du Pont De Nemours E I
DD
+$758K

Sector Composition

1 Technology 21.1%
2 Healthcare 16.44%
3 Consumer Staples 13.81%
4 Financials 12.19%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$516K 0.27%
27,890
+740
77
$499K 0.26%
7,770
-190
78
$471K 0.25%
37,200
79
$455K 0.24%
2,963
80
$431K 0.23%
10,360
81
$409K 0.22%
2,230
82
$395K 0.21%
2,849
-646
83
$392K 0.21%
4,125
-300
84
$376K 0.2%
15,080
-11,260
85
$370K 0.19%
9,855
86
$368K 0.19%
3,475
87
$355K 0.19%
7,650
+55
88
$341K 0.18%
+12,663
89
$337K 0.18%
3,525
90
$333K 0.18%
5,200
-200
91
$331K 0.17%
14,405
92
$320K 0.17%
5,240
93
$309K 0.16%
3,130
94
$309K 0.16%
5,750
-261
95
$305K 0.16%
1,230
96
$305K 0.16%
6,125
-600
97
$299K 0.16%
5,949
-1,096
98
$289K 0.15%
20,580
+4,820
99
$286K 0.15%
2,000
100
$285K 0.15%
11,850
+2,000
1 2 3
4
5