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
+$598K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$866K
3 +$574K
4
UL icon
Unilever
UL
+$520K
5
BFH icon
Bread Financial
BFH
+$372K

Top Sells

1 +$580K
2 +$518K
3 +$447K
4
CVD
COVANCE INC.
CVD
+$385K
5
FAST icon
Fastenal
FAST
+$377K

Sector Composition

1 Consumer Staples 16.54%
2 Technology 15.51%
3 Healthcare 14.66%
4 Energy 9.7%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$209K 0.15%
60,000
-10,000
102
$156K 0.11%
2,000
+500
103
$105K 0.07%
29,000
104
$97K 0.07%
11,000
105
$84K 0.06%
3,000
106
$52K 0.04%
20,700
107
$31K 0.02%
59,400
108
-4,110
109
-31,724
110
-7,120