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
$151M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$507K
2
+$295K
3
+$260K
4
POT
Potash Corp Of Saskatchewan
POT
+$238K
5
BMO icon
Bank of Montreal
BMO
+$221K

Top Sells

1
+$710K
2
+$623K
3
+$342K
4
BAC icon
Bank of America
BAC
+$336K
5
CLX icon
Clorox
CLX
+$302K

Sector Composition

1 Consumer Staples 17.79%
2 Technology 16.42%
3 Healthcare 15.5%
4 Industrials 8.92%
5 Energy 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.19M 5.44%
325,196
-1,060
2
$5.01M 3.32%
143,841
-20,380
3
$4.41M 2.93%
59,931
+3,000
4
$4.3M 2.85%
23,691
+748
5
$4.25M 2.82%
50,792
+1,869
6
$4.19M 2.78%
39,304
-500
7
$4.14M 2.74%
96,947
-780
8
$4.02M 2.67%
52,565
-1,920
9
$3.98M 2.64%
79,565
+430
10
$3.81M 2.53%
58,371
-320
11
$3.21M 2.13%
31,590
-1,245
12
$3.07M 2.04%
32,426
-2,826
13
$3.06M 2.03%
120,240
-4,875
14
$3.05M 2.03%
73,791
+340
15
$2.97M 1.97%
36,523
-255
16
$2.8M 1.86%
81,125
+6,900
17
$2.8M 1.86%
29,765
-90
18
$2.56M 1.7%
25,215
+150
19
$2.56M 1.7%
21,925
+725
20
$2.48M 1.65%
23,320
+1,600
21
$2.45M 1.63%
19,270
-110
22
$2.17M 1.44%
18,318
+341
23
$2.16M 1.44%
23,243
-695
24
$2.01M 1.33%
57,170
-2,376
25
$1.94M 1.29%
25,955
-3,000
1
2 3 4 5