LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
This Quarter Return
+4.87%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$1.7B
AUM Growth
+$1.7B
(+4.6%)
Cap. Flow
+$4.93M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
24.07%
Holding
297
New
8
Increased
95
Reduced
118
Closed
7
Top Buys
| 1 |
US Bancorp
USB
|
$7.75M |
| 2 |
Grand Canyon Education
LOPE
|
$5.2M |
| 3 |
Floor & Decor
FND
|
$4.61M |
| 4 |
Corpay
CPAY
|
$4.41M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$3M |
Top Sells
| 1 |
Electronic Arts
EA
|
$4.47M |
| 2 |
Coca-Cola
KO
|
$4.1M |
| 3 |
Marsh & McLennan
MMC
|
$4.05M |
| 4 |
Apple
AAPL
|
$3.72M |
| 5 |
Constellation Brands
STZ
|
$3.7M |
Sector Composition
| 1 | Technology | 22.63% |
| 2 | Consumer Discretionary | 14.07% |
| 3 | Healthcare | 13.47% |
| 4 | Financials | 11.06% |
| 5 | Industrials | 10.39% |
