LT

Legacy Trust Portfolio holdings

AUM $408M
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$895K
2
+$718K
3
+$577K
4
ONB icon
Old National Bancorp
ONB
+$526K
5
BF.B icon
Brown-Forman Class B
BF.B
+$488K

Top Sells

1
+$3.91M
2
+$2.81M
3
+$1.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M
5
INTU icon
Intuit
INTU
+$1.11M

Sector Composition

1 Technology 19.66%
2 Financials 12.54%
3 Consumer Discretionary 11.73%
4 Industrials 9.81%
5 Healthcare 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.59M 1.39%
55,144
+433
27
$5.43M 1.35%
18,422
+175
28
$5.36M 1.34%
54,943
+2,043
29
$4.93M 1.23%
15,036
+629
30
$4.88M 1.22%
12,227
+174
31
$4.59M 1.14%
34,814
+1,530
32
$4.57M 1.14%
48,617
+1,535
33
$4.34M 1.08%
12,871
34
$4.25M 1.06%
55,428
+1,037
35
$4.17M 1.04%
10,683
+231
36
$4.01M 1%
39,217
+4,220
37
$3.96M 0.99%
97,574
+8,744
38
$3.95M 0.99%
28,676
+968
39
$3.83M 0.95%
85,653
+1,942
40
$3.7M 0.92%
102,513
-4,063
41
$3.42M 0.85%
27,938
+350
42
$3.28M 0.82%
134,889
-2,403
43
$3.16M 0.79%
4,861
-1,702
44
$3.11M 0.78%
8,103
-281
45
$3.07M 0.77%
45,853
+8,615
46
$3.05M 0.76%
20,573
+652
47
$2.97M 0.74%
13,694
+858
48
$2.93M 0.73%
39,460
+325
49
$2.7M 0.67%
5,214
+25
50
$2.65M 0.66%
5,246
-69
1
2
3 4 5