LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
This Quarter Return
+2.68%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$1.42B
AUM Growth
+$1.42B
(-0.41%)
Cap. Flow
-$16.3M
Cap. Flow
% of AUM
-1.15%
Top 10 Holdings %
Top 10 Hldgs %
25.27%
Holding
287
New
10
Increased
74
Reduced
136
Closed
12
Top Buys
| 1 |
Paycom
PAYC
|
$9.4M |
| 2 |
Procter & Gamble
PG
|
$9.24M |
| 3 |
Amgen
AMGN
|
$7.52M |
| 4 |
MetLife
MET
|
$7.33M |
| 5 |
Merck
MRK
|
$5.16M |
Top Sells
| 1 |
Boeing
BA
|
$21.9M |
| 2 |
Netflix
NFLX
|
$5.72M |
| 3 |
Amazon
AMZN
|
$4.45M |
| 4 |
Ulta Beauty
ULTA
|
$4.38M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$3.92M |
Sector Composition
| 1 | Technology | 22.09% |
| 2 | Healthcare | 13.49% |
| 3 | Consumer Discretionary | 13.17% |
| 4 | Communication Services | 10.63% |
| 5 | Industrials | 10.52% |
