LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
1-Year Return
27.02%
This Quarter Return
-5.19%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$1.2B
AUM Growth
-$164M
(-12%)
Cap. Flow
-$76.6M
Cap. Flow
% of AUM
-6.39%
Top 10 Holdings %
Top 10 Hldgs %
22.46%
Holding
303
New
5
Increased
60
Reduced
112
Closed
22
Top Buys
| 1 |
Truist Financial
TFC
|
$5.57M |
| 2 |
O'Reilly Automotive
ORLY
|
$4.11M |
| 3 |
Kraft Heinz
KHC
|
$2.39M |
| 4 |
AT&T
T
|
$2.06M |
| 5 |
Electronic Arts
EA
|
$1.8M |
Top Sells
| 1 |
SUSQ
SUSQUEHANNA BANCSHARES INC
SUSQ
|
$8.66M |
| 2 |
Broadcom
AVGO
|
$5.68M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$3.89M |
| 4 |
NXP Semiconductors
NXPI
|
$3.43M |
| 5 |
Apple
AAPL
|
$3.26M |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Consumer Discretionary | 18.4% |
| 3 | Industrials | 12.24% |
| 4 | Healthcare | 12.08% |
| 5 | Consumer Staples | 8.26% |
