LPT

Legacy Private Trust Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.44%
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
-$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$23.8M
2 +$14M
3 +$9.29M
4
UBER icon
Uber
UBER
+$2.91M
5
BND icon
Vanguard Total Bond Market
BND
+$2.67M

Top Sells

1 +$22.5M
2 +$11.8M
3 +$6.61M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.41M
5
AMCR icon
Amcor
AMCR
+$3.25M

Sector Composition

1 Technology 10.52%
2 Financials 5.64%
3 Healthcare 3.85%
4 Consumer Discretionary 3.18%
5 Communication Services 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,841
252
-3,085