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
$225M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$909K
3
+$887K
4
ANET icon
Arista Networks
ANET
+$813K
5
BABA icon
Alibaba
BABA
+$723K

Top Sells

1
+$1.3M
2
+$474K
3
+$460K
4
AMGN icon
Amgen
AMGN
+$458K
5
DD icon
DuPont de Nemours
DD
+$419K

Sector Composition

1 Technology 24.41%
2 Healthcare 15.08%
3 Financials 12.59%
4 Consumer Staples 11.47%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 5.35%
243,660
-4,328
2
$6.58M 2.92%
72,193
-514
3
$6.14M 2.73%
33,209
+141
4
$5.62M 2.5%
102,739
-3,050
5
$5.51M 2.45%
39,548
-680
6
$5.38M 2.39%
63,955
-628
7
$5.32M 2.36%
39,677
-410
8
$5.31M 2.36%
56,100
-600
9
$5.29M 2.35%
110,532
-540
10
$4.93M 2.19%
65,318
-595
11
$4.49M 1.99%
21,628
-310
12
$4.49M 1.99%
88,176
+5,385
13
$4.46M 1.98%
78,060
+1,825
14
$4.44M 1.97%
61,014
+1,780
15
$4.29M 1.9%
378,293
+8,686
16
$3.98M 1.77%
36,330
+50
17
$3.91M 1.74%
26,534
+290
18
$3.65M 1.62%
21,050
+825
19
$3.52M 1.57%
45,982
+2,272
20
$3.43M 1.52%
13,860
+325
21
$3.4M 1.51%
47,496
+1,460
22
$3.24M 1.44%
17,806
+730
23
$3.14M 1.39%
76,368
+749
24
$3.07M 1.36%
24,639
+1,081
25
$2.99M 1.33%
69,000
-2,600
1
2 3 4 5