LPT
Legacy Private Trust Portfolio holdings
AUM
$1.55B
This Quarter Return
+3.54%
1 Year Return
+14.77%
3 Year Return
+56.77%
5 Year Return
+80.65%
10 Year Return
+163%
AUM
$822M
AUM Growth
+$822M
(+3.9%)
Cap. Flow
+$7.16M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
34.55%
Holding
253
New
23
Increased
61
Reduced
118
Closed
20
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.9% |
| 2 | Financials | 7.55% |
| 3 | Consumer Staples | 6.98% |
| 4 | Healthcare | 5.12% |
| 5 | Industrials | 3.07% |