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
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.1M
3
+$672K
4
WEC icon
WEC Energy
WEC
+$427K
5
KLAC icon
KLA
KLAC
+$381K

Top Sells

1
+$2.29M
2
+$854K
3
+$452K
4
UTHR icon
United Therapeutics
UTHR
+$423K
5
MON
Monsanto Co
MON
+$346K

Sector Composition

1 Consumer Staples 17.55%
2 Healthcare 17.43%
3 Technology 16.15%
4 Industrials 10.89%
5 Financials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.8M 5.08%
248,768
-72,976
2
$4.12M 2.68%
135,458
-5,335
3
$4.11M 2.67%
42,129
-1,050
4
$3.85M 2.5%
49,165
-1,177
5
$3.78M 2.46%
32,295
+1,230
6
$3.72M 2.42%
79,740
-1,400
7
$3.69M 2.4%
56,466
-1,700
8
$3.69M 2.4%
94,147
-2,200
9
$3.6M 2.34%
60,750
-2,216
10
$3.55M 2.31%
36,631
-400
11
$3.31M 2.16%
28,620
-1,680
12
$3.15M 2.05%
51,206
+450
13
$3.02M 1.97%
73,612
-220
14
$2.95M 1.92%
95,265
-4,205
15
$2.88M 1.87%
21,475
-850
16
$2.72M 1.77%
115,065
-3,975
17
$2.59M 1.68%
18,265
-405
18
$2.56M 1.67%
51,210
+29,490
19
$2.51M 1.63%
60,630
-1,100
20
$2.38M 1.55%
18,414
+108
21
$2.37M 1.54%
28,446
+1,840
22
$2.34M 1.52%
24,595
+200
23
$2.21M 1.44%
45,054
-925
24
$2.2M 1.43%
23,603
+560
25
$2.2M 1.43%
24,735
-650
1
2 3 4 5