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
$225M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$909K
3
+$887K
4
ANET icon
Arista Networks
ANET
+$813K
5
BABA icon
Alibaba
BABA
+$723K

Top Sells

1
+$1.3M
2
+$474K
3
+$460K
4
AMGN icon
Amgen
AMGN
+$458K
5
DD icon
DuPont de Nemours
DD
+$419K

Sector Composition

1 Technology 24.41%
2 Healthcare 15.08%
3 Financials 12.59%
4 Consumer Staples 11.47%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$359K 0.16%
2,085
102
$355K 0.16%
9,725
+2,200
103
$325K 0.14%
2,130
104
$318K 0.14%
6,325
105
$316K 0.14%
2,340
-75
106
$313K 0.14%
5,860
+400
107
$313K 0.14%
3,100
108
$295K 0.13%
10,250
+500
109
$293K 0.13%
2,728
110
$292K 0.13%
3,628
-233
111
$292K 0.13%
10,638
+386
112
$290K 0.13%
2,000
113
$288K 0.13%
+8,634
114
$283K 0.13%
3,537
-264
115
$282K 0.13%
9,300
-1,200
116
$279K 0.12%
17,140
117
$279K 0.12%
8,000
-9,500
118
$278K 0.12%
3,066
-595
119
$273K 0.12%
5,540
120
$270K 0.12%
980
121
$268K 0.12%
1,305
-100
122
$267K 0.12%
11,000
123
$264K 0.12%
2,383
-42
124
$257K 0.11%
1,935
125
$239K 0.11%
2,080
-50
2 3 4
5
6