LCP
Legacy Capital Partners Portfolio holdings
AUM
$304M
This Quarter Return
+12.01%
1 Year Return
+20.41%
3 Year Return
+85.59%
5 Year Return
+136.73%
10 Year Return
–
AUM
$255M
AUM Growth
+$255M
(+3.3%)
Cap. Flow
-$17M
Cap. Flow
% of AUM
-6.66%
Top 10 Holdings %
Top 10 Hldgs %
33.74%
Holding
142
New
6
Increased
25
Reduced
84
Closed
7
Top Buys
| 1 |
Amphenol
APH
|
$1.44M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$811K |
| 3 |
Ciena
CIEN
|
$733K |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$729K |
| 5 |
ABMD
Abiomed Inc
ABMD
|
$572K |
Top Sells
| 1 |
Apple
AAPL
|
$2.84M |
| 2 |
Qualcomm
QCOM
|
$1.37M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$664K |
| 4 |
Microsoft
MSFT
|
$652K |
| 5 |
AbbVie
ABBV
|
$625K |
Sector Composition
| 1 | Technology | 30.28% |
| 2 | Healthcare | 15.47% |
| 3 | Financials | 10.5% |
| 4 | Consumer Staples | 10.1% |
| 5 | Consumer Discretionary | 8.89% |
