LCM

Logan Capital Management Portfolio holdings

AUM $2.38B
1-Year Est. Return 26.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$9.29M
3
+$7.39M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.12M
5
ADBE icon
Adobe
ADBE
+$3.73M

Top Sells

1
+$9.94M
2
+$7.7M
3
+$7.26M
4
MET icon
MetLife
MET
+$7.11M
5
SPB icon
Spectrum Brands
SPB
+$3.41M

Sector Composition

1 Technology 22.69%
2 Consumer Discretionary 14.37%
3 Healthcare 13.53%
4 Industrials 9.86%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
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