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LEGACY CAPITAL PARTNERS, INC.

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MILWAUKEE WI Investment Advisor
13F Summary
Legacy Capital Partners is based out of Milwaukee. Legacy Capital Partners is a large advisory firm with 189 clients and discretionary assets under management (AUM) of $491,049,403 (Form ADV from 2022-02-23). Whalewisdom has at least 55 13F filings

2022-06-30

Top Buys (13F)

Name % Change

2022-06-30

Top Sells (13F)

Name % Change

2022-06-30

13F Holdings Summary

2022-06-30

13F Activity

Market Value $0, Prior: $304m
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % %
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 quarters
Time Held Top 10 quarters
Time Held All quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2022-06-30

13F Sector Allocation Over Time

2022-06-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-06-30

Portfolio Performance