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
$1.3B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$17M
3
+$9.35M
4
IPGP icon
IPG Photonics
IPGP
+$6.27M
5
DKS icon
Dick's Sporting Goods
DKS
+$5.28M

Top Sells

1
+$19.6M
2
+$18.9M
3
+$9.48M
4
SHW icon
Sherwin-Williams
SHW
+$5.95M
5
FLS icon
Flowserve
FLS
+$4.18M

Sector Composition

1 Technology 22.36%
2 Consumer Discretionary 12.89%
3 Industrials 12.55%
4 Healthcare 11.61%
5 Consumer Staples 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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