Portfolio (Quarterly)
Guide ↗
Legacy Trust
· CIK 0001772483| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DD | DUPONT DE NEMOURS INC | Basic Materials | 100,879 | $4.6M | 0.89% | SOLD |
| 2 | ACN | ACCENTURE PLC IRELAND | Technology | 3,438 | $682K | 0.13% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 2,319 | $524K | 0.10% | SOLD |
| 4 | ADSK | AUTODESK INC | Technology | 1,655 | $396K | 0.08% | SOLD |
| 5 | TGT | TARGET CORP | Consumer Defensive | 2,106 | $255K | 0.05% | SOLD |
| 6 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 1,140 | $235K | 0.04% | SOLD |
| 7 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,798 | $216K | 0.04% | SOLD |
Sector Allocation
Technology
29.9%
Financial Services
16.9%
Industrials
14.7%
Healthcare
10.9%
Consumer Cyclical
9.6%
Communication Services
8.3%
Energy
3.9%
Consumer Defensive
3.6%
Basic Materials
1.6%
Utilities
0.5%