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
$225M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$909K
3
+$887K
4
ANET icon
Arista Networks
ANET
+$813K
5
BABA icon
Alibaba
BABA
+$723K

Top Sells

1
+$1.3M
2
+$474K
3
+$460K
4
AMGN icon
Amgen
AMGN
+$458K
5
DD icon
DuPont de Nemours
DD
+$419K

Sector Composition

1 Technology 24.41%
2 Healthcare 15.08%
3 Financials 12.59%
4 Consumer Staples 11.47%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$680K 0.3%
12,444
-3,694
77
$664K 0.29%
10,700
78
$653K 0.29%
16,967
+1,912
79
$652K 0.29%
20,068
-370
80
$650K 0.29%
5,685
+438
81
$647K 0.29%
10,440
-100
82
$558K 0.25%
8,263
+440
83
$557K 0.25%
5,829
+380
84
$551K 0.24%
2,315
+150
85
$501K 0.22%
3,759
-500
86
$499K 0.22%
10,160
-300
87
$484K 0.22%
4,095
88
$482K 0.21%
1,315
89
$472K 0.21%
35,700
90
$466K 0.21%
8,600
-200
91
$465K 0.21%
40,070
+30
92
$457K 0.2%
8,340
-8,400
93
$449K 0.2%
3,656
+100
94
$428K 0.19%
3,740
+390
95
$410K 0.18%
2,477
96
$395K 0.18%
2,938
-163
97
$392K 0.17%
3,505
+200
98
$386K 0.17%
4,715
-85
99
$383K 0.17%
2,902
-575
100
$380K 0.17%
14,855
+1,150
2 3
4
5 6