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
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.1M
3
+$672K
4
WEC icon
WEC Energy
WEC
+$427K
5
KLAC icon
KLA
KLAC
+$381K

Top Sells

1
+$2.29M
2
+$854K
3
+$452K
4
UTHR icon
United Therapeutics
UTHR
+$423K
5
MON
Monsanto Co
MON
+$346K

Sector Composition

1 Consumer Staples 17.55%
2 Healthcare 17.43%
3 Technology 16.15%
4 Industrials 10.89%
5 Financials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$277K 0.18%
4,211
+276
102
$271K 0.18%
+2,367
103
$268K 0.17%
11,750
104
$253K 0.16%
10,800
-300
105
$224K 0.15%
1,640
-4
106
$98K 0.06%
28,600
107
$42K 0.03%
2,000
108
$36K 0.02%
2,000
109
$30K 0.02%
10,000
110
$20K 0.01%
59,400
111
– –
-10,895
112
– –
-3,142
113
– –
-3,070
114
– –
-11,856
1 2 3 4
5