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
$1.4B
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$3.07M
3 +$2.8M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$2.79M
5
PG icon
Procter & Gamble
PG
+$2.11M

Top Sells

1 +$14.9M
2 +$4.31M
3 +$2.62M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$2.34M
5
DD
Du Pont De Nemours E I
DD
+$2.05M

Sector Composition

1 Technology 24.68%
2 Consumer Discretionary 13.94%
3 Industrials 13.78%
4 Healthcare 12.28%
5 Communication Services 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-11,600
252
-3,750
253
-97,900
254
-12,000
255
-3,400
256
-872
257
-777
258
-6,927