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
$141M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$982K
2 +$666K
3 +$574K
4
LNN icon
Lindsay Corp
LNN
+$517K
5
FCX icon
Freeport-McMoran
FCX
+$504K

Top Sells

1 +$1.08M
2 +$319K
3 +$272K
4
OXY icon
Occidental Petroleum
OXY
+$262K
5
UTHR icon
United Therapeutics
UTHR
+$260K

Sector Composition

1 Consumer Staples 16.52%
2 Healthcare 15.94%
3 Technology 14.45%
4 Energy 9.99%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$128K 0.09%
1,500
102
$95K 0.07%
11,000
103
$86K 0.06%
3,000
104
$74K 0.05%
29,000
-2,900
105
$51K 0.04%
20,700
106
$23K 0.02%
59,400
107
-42,405