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
51
$2.57M 0.64%
28,390
-5,120
52
$2.45M 0.61%
4,365
-5
53
$2.42M 0.6%
19,298
+73
54
$2.36M 0.59%
13,971
+22
55
$2.32M 0.58%
29,054
+1,466
56
$2.1M 0.52%
36,899
+7,783
57
$2.04M 0.51%
3,517
-43
58
$1.95M 0.49%
8,463
-163
59
$1.94M 0.48%
37,512
+9,455
60
$1.78M 0.45%
10,196
+172
61
$1.78M 0.44%
43,362
-1,321
62
$1.7M 0.42%
4,041
-460
63
$1.6M 0.4%
10,524
-1,045
64
$1.6M 0.4%
19,055
-2,660
65
$1.54M 0.38%
16,099
-38
66
$1.35M 0.34%
11,009
+124
67
$1.32M 0.33%
14,485
-1,121
68
$1.28M 0.32%
7,504
-361
69
$1.27M 0.32%
80,017
+18,655
70
$1.22M 0.3%
4,238
-165
71
$1.15M 0.29%
26,129
-2,519
72
$1.14M 0.29%
7,159
+16
73
$985K 0.25%
13,069
+4,151
74
$958K 0.24%
19,096
75
$945K 0.24%
8,126
+1,960
1 2
3
4 5