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
$154M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.26M
3
+$1.18M
4
CELG
Celgene Corp
CELG
+$870K
5
WBA
Walgreens Boots Alliance
WBA
+$581K

Top Sells

1
+$699K
2
+$604K
3
+$433K
4
APC
Anadarko Petroleum
APC
+$286K
5
EXAS icon
Exact Sciences
EXAS
+$241K

Sector Composition

1 Consumer Staples 17.23%
2 Technology 15.85%
3 Healthcare 14.54%
4 Energy 9.65%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.14%
+2,415
102
$219K 0.14%
+2,925
103
$218K 0.14%
3,669
-213
104
$216K 0.14%
3,250
-100
105
$210K 0.14%
+8,440
106
$200K 0.13%
60,000
107
$123K 0.08%
29,000
108
$115K 0.07%
3,000
109
$111K 0.07%
2,000
110
$91K 0.06%
11,000
111
$53K 0.03%
20,700
112
$30K 0.02%
59,400
113
– –
-13,400
114
– –
-17,000
1 2 3 4
5