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
$154M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.26M
3
+$1.18M
4
CELG
Celgene Corp
CELG
+$870K
5
WBA
Walgreens Boots Alliance
WBA
+$581K

Top Sells

1
+$699K
2
+$604K
3
+$433K
4
APC
Anadarko Petroleum
APC
+$286K
5
EXAS icon
Exact Sciences
EXAS
+$241K

Sector Composition

1 Consumer Staples 17.23%
2 Technology 15.85%
3 Healthcare 14.54%
4 Energy 9.65%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.58M 4.92%
326,256
+9,072
2
$5.08M 3.29%
164,221
-5,996
3
$4.67M 3.03%
54,485
-875
4
$4.19M 2.72%
56,931
-1,000
5
$4.17M 2.7%
39,804
-1,270
6
$4.14M 2.69%
97,727
-2,795
7
$4M 2.6%
58,691
-925
8
$3.98M 2.58%
22,943
+696
9
$3.87M 2.51%
79,135
+1,650
10
$3.85M 2.49%
48,923
+979
11
$3.6M 2.33%
32,835
-2,609
12
$3.49M 2.26%
73,451
-1,155
13
$3.13M 2.03%
125,115
-2,325
14
$3.03M 1.96%
35,252
+10,134
15
$3.01M 1.95%
29,855
-5,995
16
$2.97M 1.93%
36,778
-875
17
$2.96M 1.92%
25,065
-645
18
$2.82M 1.83%
74,225
+58,385
19
$2.51M 1.63%
21,200
+750
20
$2.45M 1.59%
28,955
-750
21
$2.26M 1.47%
19,380
+180
22
$2.15M 1.4%
17,977
-628
23
$2.14M 1.39%
23,938
-530
24
$2.11M 1.37%
20,959
-425
25
$2.08M 1.35%
59,546
+4,500
1
2 3 4 5