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
$151M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$295K
3
+$260K
4
POT
Potash Corp Of Saskatchewan
POT
+$238K
5
BMO icon
Bank of Montreal
BMO
+$221K

Top Sells

1
+$710K
2
+$623K
3
+$342K
4
BAC icon
Bank of America
BAC
+$336K
5
CLX icon
Clorox
CLX
+$302K

Sector Composition

1 Consumer Staples 17.79%
2 Technology 16.42%
3 Healthcare 15.5%
4 Industrials 8.92%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.15%
3,720
102
$219K 0.15%
+2,475
103
$212K 0.14%
+3,370
104
$211K 0.14%
2,925
105
$146K 0.1%
+12,500
106
$88K 0.06%
29,000
107
$70K 0.05%
2,000
108
$68K 0.05%
2,000
-1,000
109
$66K 0.04%
11,000
110
$25K 0.02%
59,400
111
$20K 0.01%
10,300
-10,400
112
– –
-21,810
113
– –
-1,522
114
– –
-3,297
115
– –
-3,250
116
– –
-2,415
117
– –
-7,177
1 2 3 4
5