LCP
Legacy Capital Partners Portfolio holdings
AUM
$304M
This Quarter Return
+4.08%
1 Year Return
+20.41%
3 Year Return
+85.59%
5 Year Return
+136.73%
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(+3.6%)
Cap. Flow
+$1.03M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
27.76%
Holding
118
New
7
Increased
35
Reduced
55
Closed
5
Top Buys
| 1 |
Cisco
CSCO
|
$859K |
| 2 |
Amgen
AMGN
|
$799K |
| 3 |
AbbVie
ABBV
|
$689K |
| 4 |
Eaton
ETN
|
$646K |
| 5 |
Aflac
AFL
|
$498K |
Top Sells
| 1 |
ITC
ITC HOLDINGS CORP
ITC
|
$725K |
| 2 |
VeriSign
VRSN
|
$628K |
| 3 |
United Therapeutics
UTHR
|
$602K |
| 4 |
FirstEnergy
FE
|
$361K |
| 5 |
Altria Group
MO
|
$360K |
Sector Composition
| 1 | Consumer Staples | 18.53% |
| 2 | Healthcare | 18.13% |
| 3 | Technology | 16.01% |
| 4 | Industrials | 12.11% |
| 5 | Financials | 6.66% |
