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
$131M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$4.57M
2 +$4.37M
3 +$4.27M
4
VZ icon
Verizon
VZ
+$4.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 17.26%
2 Healthcare 15.2%
3 Technology 14.36%
4 Energy 10.18%
5 Financials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$68K 0.05%
+31,900
102
$67K 0.05%
+21,500
103
$58K 0.04%
+59,400