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
$415M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$738K
3 +$402K
4
LEN icon
Lennar Class A
LEN
+$363K
5
EOG icon
EOG Resources
EOG
+$305K

Top Sells

1 +$625K
2 +$538K
3 +$221K
4
JBHT icon
JB Hunt Transport Services
JBHT
+$210K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$207K

Sector Composition

1 Technology 19%
2 Financials 13.76%
3 Consumer Discretionary 9.95%
4 Healthcare 9.29%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWM icon
26
iShares Russell 2000 ETF
IWM
$71.2B
$6.22M 1.5%
31,188
+788
CMI icon
27
Cummins
CMI
$57.1B
$6.21M 1.5%
19,798
+165
ISRG icon
28
Intuitive Surgical
ISRG
$164B
$5.94M 1.43%
11,999
-143
EXPE icon
29
Expedia Group
EXPE
$27.2B
$5.76M 1.39%
34,287
-42
TTWO icon
30
Take-Two Interactive
TTWO
$48.2B
$5.36M 1.29%
25,879
+107
DD icon
31
DuPont de Nemours
DD
$33.7B
$4.93M 1.19%
65,960
+1,370
IWF icon
32
iShares Russell 1000 Growth ETF
IWF
$124B
$4.42M 1.07%
12,242
-7
CHWY icon
33
Chewy
CHWY
$15.6B
$4.19M 1.01%
128,884
+861
ALLY icon
34
Ally Financial
ALLY
$12.6B
$4.02M 0.97%
110,361
+2,641
EOG icon
35
EOG Resources
EOG
$58.1B
$3.73M 0.9%
29,062
+2,375
PYPL icon
36
PayPal
PYPL
$66B
$3.58M 0.86%
54,834
+202
DIS icon
37
Walt Disney
DIS
$201B
$3.52M 0.85%
35,642
+357
WYNN icon
38
Wynn Resorts
WYNN
$12.7B
$3.44M 0.83%
41,219
+755
LULU icon
39
lululemon athletica
LULU
$20.5B
$3.36M 0.81%
11,881
+104
NVDA icon
40
NVIDIA
NVDA
$4.47T
$3.08M 0.74%
28,399
+86
IEFA icon
41
iShares Core MSCI EAFE ETF
IEFA
$158B
$3.07M 0.74%
40,585
+1,005
INCY icon
42
Incyte
INCY
$16.9B
$3.04M 0.73%
50,231
+780
HD icon
43
Home Depot
HD
$386B
$3.04M 0.73%
8,283
-100
ALB icon
44
Albemarle
ALB
$11.2B
$3.02M 0.73%
41,976
+1,372
EFA icon
45
iShares MSCI EAFE ETF
EFA
$68.8B
$2.96M 0.71%
36,269
+1,341
UBER icon
46
Uber
UBER
$196B
$2.95M 0.71%
40,442
+3,650
ORCL icon
47
Oracle
ORCL
$791B
$2.76M 0.67%
19,757
+36
USB icon
48
US Bancorp
USB
$73.3B
$2.74M 0.66%
65,007
+1,560
SBAC icon
49
SBA Communications
SBAC
$21.1B
$2.66M 0.64%
12,074
+1,245
ROP icon
50
Roper Technologies
ROP
$54.3B
$2.55M 0.61%
4,326