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
$248M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$934K
3
+$452K
4
CAI
CAI International, Inc.
CAI
+$391K
5
URI icon
United Rentals
URI
+$339K

Top Sells

1
+$1.61M
2
+$1.34M
3
+$417K
4
SJM icon
J.M. Smucker
SJM
+$377K
5
BIDU icon
Baidu
BIDU
+$291K

Sector Composition

1 Technology 25.38%
2 Healthcare 14.56%
3 Financials 12.67%
4 Consumer Staples 10.97%
5 Consumer Discretionary 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.16%
2,085
+15
102
$405K 0.16%
10,750
+1,025
103
$388K 0.16%
20,980
+3,840
104
$377K 0.15%
2,727
105
$372K 0.15%
2,902
106
$369K 0.15%
3,415
-35
107
$360K 0.15%
1,555
+155
108
$353K 0.14%
2,285
-1,875
109
$351K 0.14%
2,085
110
$341K 0.14%
5,290
+400
111
$339K 0.14%
2,175
-135
112
$325K 0.13%
9,117
113
$323K 0.13%
939
-200
114
$322K 0.13%
7,145
+735
115
$307K 0.12%
3,537
116
$303K 0.12%
4,068
+284
117
$300K 0.12%
2,283
118
$299K 0.12%
7,040
+400
119
$295K 0.12%
2,866
120
$291K 0.12%
3,100
121
$288K 0.12%
13,624
+1,300
122
$284K 0.11%
3,517
-56
123
$282K 0.11%
4,552
+660
124
$280K 0.11%
6,192
+850
125
$278K 0.11%
5,798
+150
3 4
5
6 7