LCM

Logan Capital Management Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.02%
This Quarter Est. Return
1 Year Est. Return
+27.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$12.9M
3 +$11.5M
4
MIDD icon
Middleby
MIDD
+$8.83M
5
BIIB icon
Biogen
BIIB
+$4.41M

Top Sells

1 +$13.6M
2 +$11.7M
3 +$9.53M
4
NTAP icon
NetApp
NTAP
+$9.49M
5
J icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$123K 0.01%
+12,962
252
$84K 0.01%
961
253
$42K ﹤0.01%
11,600
254
-13,500
255
-25,000
256
-4,200
257
-1,705
258
-10,564