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
126
$273K 0.11%
12,500
+1,500
127
$269K 0.11%
1,280
128
$264K 0.11%
2,055
-25
129
$260K 0.1%
2,288
130
$258K 0.1%
2,000
131
$257K 0.1%
2,728
132
$256K 0.1%
980
133
$247K 0.1%
933
134
$247K 0.1%
1,364
135
$241K 0.1%
+2,641
136
$237K 0.1%
5,751
-805
137
$236K 0.1%
+12,018
138
$234K 0.09%
+1,631
139
$231K 0.09%
+778
140
$231K 0.09%
+5,615
141
$231K 0.09%
+2,069
142
$230K 0.09%
+783
143
$228K 0.09%
15,336
+2,530
144
$228K 0.09%
1,428
145
$225K 0.09%
1,300
146
$223K 0.09%
+2,100
147
$222K 0.09%
3,949
+300
148
$220K 0.09%
+4,028
149
$220K 0.09%
+3,000
150
$212K 0.09%
8,700
-600
3 4 5
6
7