LCM

Logan Capital Management Portfolio holdings

AUM $2.38B
1-Year Est. Return 26.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.56M
3
+$3.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.07M
5
LOGI icon
Logitech
LOGI
+$2.86M

Top Sells

1
+$9.58M
2
+$4.73M
3
+$4.65M
4
PG icon
Procter & Gamble
PG
+$4.36M
5
AAPL icon
Apple
AAPL
+$3.77M

Sector Composition

1 Technology 27.12%
2 Consumer Discretionary 14.23%
3 Industrials 11.97%
4 Healthcare 11.55%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$763K 0.04%
4,258
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227
$758K 0.04%
10,000
228
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233
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237
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241
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248
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249
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7,732
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250
$465K 0.02%
6,000
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