LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
1-Year Return
27.02%
This Quarter Return
+4.73%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$1.41B
AUM Growth
+$27.6M
(+2%)
Cap. Flow
-$24.4M
Cap. Flow
% of AUM
-1.73%
Top 10 Holdings %
Top 10 Hldgs %
21.79%
Holding
274
New
9
Increased
93
Reduced
105
Closed
6
Top Buys
| 1 |
Procter & Gamble
PG
|
$13.6M |
| 2 |
Meta Platforms (Facebook)
META
|
$12.9M |
| 3 |
TripAdvisor
TRIP
|
$11.5M |
| 4 |
Middleby
MIDD
|
$8.83M |
| 5 |
Biogen
BIIB
|
$4.41M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$13.6M |
| 2 |
Accenture
ACN
|
$11.7M |
| 3 |
Booking.com
BKNG
|
$9.53M |
| 4 |
NetApp
NTAP
|
$9.49M |
| 5 |
Jacobs Solutions
J
|
$8.84M |
Sector Composition
| 1 | Technology | 23.87% |
| 2 | Industrials | 14.56% |
| 3 | Consumer Discretionary | 14.31% |
| 4 | Healthcare | 12.13% |
| 5 | Communication Services | 7.23% |
