LCP
Legacy Capital Partners Portfolio holdings
AUM
$304M
This Quarter Return
+3.99%
1 Year Return
+20.41%
3 Year Return
+85.59%
5 Year Return
+136.73%
10 Year Return
–
AUM
$156M
AUM Growth
+$5.57M
(+3.7%)
Cap. Flow
+$1.4M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
29.64%
Holding
123
New
7
Increased
38
Reduced
47
Closed
9
Top Buys
| 1 |
Middleby
MIDD
|
$1.3M |
| 2 |
Biogen
BIIB
|
$749K |
| 3 |
Alibaba
BABA
|
$666K |
| 4 |
Everest Group
EG
|
$663K |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$582K |
Top Sells
| 1 |
KLA
KLAC
|
$1.15M |
| 2 |
IBM
IBM
|
$922K |
| 3 |
TEG
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
|
$840K |
| 4 |
NOV
NOV
|
$792K |
| 5 |
CVD
COVANCE INC.
CVD
|
$627K |
Sector Composition
| 1 | Consumer Staples | 18.6% |
| 2 | Healthcare | 16.11% |
| 3 | Technology | 15.09% |
| 4 | Industrials | 10.62% |
| 5 | Financials | 8.84% |
