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
$185M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.07M
3
+$694K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$680K
5
QCOM icon
Qualcomm
QCOM
+$568K

Top Sells

1
+$1.26M
2
+$996K
3
+$945K
4
CBI
Chicago Bridge & Iron Nv
CBI
+$941K
5
ORLY icon
O'Reilly Automotive
ORLY
+$588K

Sector Composition

1 Technology 20%
2 Healthcare 16.62%
3 Consumer Staples 14.83%
4 Financials 11.57%
5 Industrials 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.62M 5.2%
267,160
+5,876
2
$5.59M 3.02%
42,227
+197
3
$4.92M 2.66%
66,947
-1,353
4
$4.71M 2.55%
77,006
+4,038
5
$4.56M 2.47%
36,859
-945
6
$4.54M 2.46%
134,640
-14,796
7
$4.27M 2.31%
49,027
+1,105
8
$4.27M 2.31%
58,919
+2,735
9
$4.2M 2.27%
56,640
+1,050
10
$4.05M 2.19%
26,476
+322
11
$3.98M 2.15%
88,776
-1,767
12
$3.89M 2.11%
19,659
+1,130
13
$3.85M 2.08%
69,519
-1,110
14
$3.83M 2.07%
29,520
-289
15
$3.8M 2.05%
121,269
+6,495
16
$3.77M 2.04%
84,530
-1,898
17
$3.65M 1.97%
360,160
+19,237
18
$3.58M 1.94%
44,365
+1,370
19
$3.56M 1.93%
24,502
+375
20
$3.42M 1.85%
107,470
+4,627
21
$3.37M 1.82%
19,370
+143
22
$3.17M 1.72%
65,272
-1,435
23
$3.03M 1.64%
78,550
+420
24
$2.84M 1.53%
24,557
-129
25
$2.68M 1.45%
93,971
+7,421
1
2 3 4 5