LCM

Logan Capital Management Portfolio holdings

AUM $2.38B
1-Year Est. Return 26.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.1M
3
+$14M
4
VYX icon
NCR Voyix
VYX
+$12.8M
5
FLS icon
Flowserve
FLS
+$11.8M

Top Sells

1
+$19.5M
2
+$15.6M
3
+$15.2M
4
JOY
Joy Global Inc
JOY
+$14.1M
5
MCHP icon
Microchip Technology
MCHP
+$14.1M

Sector Composition

1 Technology 22.89%
2 Consumer Discretionary 16.21%
3 Industrials 14.55%
4 Healthcare 11.91%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
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