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
$233M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

1 +$6.62M
2 +$1.47M
3 +$1.09M
4
RTN
Raytheon Company
RTN
+$1M
5
BR icon
Broadridge
BR
+$799K

Sector Composition

1 Technology 28.59%
2 Healthcare 15.83%
3 Financials 10.17%
4 Consumer Staples 10.09%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$402K 0.17%
2,085
102
$389K 0.17%
2,367
+34
103
$370K 0.16%
2,413
-114
104
$366K 0.16%
9,943
-3,433
105
$354K 0.15%
3,067
-593
106
$347K 0.15%
14,882
-2,124
107
$335K 0.14%
1,105
+255
108
$324K 0.14%
980
109
$314K 0.13%
2,210
-50
110
$300K 0.13%
8,340
111
$288K 0.12%
+6,135
112
$285K 0.12%
10,866
-550
113
$284K 0.12%
3,851
+288
114
$280K 0.12%
2,085
115
$276K 0.12%
3,315
116
$276K 0.12%
+1,600
117
$275K 0.12%
3,001
-35
118
$274K 0.12%
+11,754
119
$263K 0.11%
4,390
-1,100
120
$254K 0.11%
4,652
-1,283
121
$253K 0.11%
2,728
122
$245K 0.11%
2,000
123
$244K 0.1%
+1,925
124
$239K 0.1%
11,751
-279
125
$239K 0.1%
2,066
-1,063