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
$155M
AUM Growth
-$606K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$624K
3
+$586K
4
CRI icon
Carter's
CRI
+$546K
5
MCHP icon
Microchip Technology
MCHP
+$429K

Top Sells

1
+$2.77M
2
+$1.1M
3
+$490K
4
WFC icon
Wells Fargo
WFC
+$411K
5
AAPL icon
Apple
AAPL
+$352K

Sector Composition

1 Consumer Staples 18.88%
2 Healthcare 17.48%
3 Technology 16.97%
4 Industrials 11.85%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.87M 4.43%
252,044
-12,932
2
$4.73M 3.05%
40,976
-1,850
3
$4.73M 3.05%
43,671
-463
4
$4.67M 3.01%
86,405
-4,900
5
$4.38M 2.82%
135,333
-1,005
6
$4.25M 2.74%
51,680
-3,150
7
$4.25M 2.74%
91,601
-2,959
8
$4.02M 2.59%
56,856
-3,200
9
$3.98M 2.57%
65,627
+750
10
$3.49M 2.25%
68,020
-1,500
11
$3.21M 2.07%
+316,890
12
$3.16M 2.04%
34,373
-275
13
$3.07M 1.98%
24,421
+250
14
$3.06M 1.97%
36,631
+1,685
15
$2.75M 1.77%
19,699
-1,160
16
$2.74M 1.77%
27,355
-1,315
17
$2.71M 1.74%
96,193
-738
18
$2.63M 1.69%
19,985
-1,085
19
$2.52M 1.62%
137,805
-7,425
20
$2.47M 1.59%
83,354
+1,974
21
$2.4M 1.55%
23,458
-75
22
$2.36M 1.52%
18,725
-800
23
$2.31M 1.49%
55,129
-2,100
24
$2.19M 1.41%
34,930
-250
25
$2.16M 1.39%
37,771
+2,365
1
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