LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
This Quarter Return
+26.32%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$1.73B
AUM Growth
+$1.73B
(+21%)
Cap. Flow
-$18M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
27.06%
Holding
316
New
10
Increased
124
Reduced
99
Closed
28
Top Buys
| 1 |
Apple
AAPL
|
$31.1M |
| 2 |
Microsoft
MSFT
|
$27M |
| 3 |
Procter & Gamble
PG
|
$11.5M |
| 4 |
Sherwin-Williams
SHW
|
$8.3M |
| 5 |
Honeywell
HON
|
$7.88M |
Top Sells
| 1 |
Amazon
AMZN
|
$11.3M |
| 2 |
General Motors
GM
|
$10.4M |
| 3 |
Wells Fargo
WFC
|
$7.18M |
| 4 |
Mastercard
MA
|
$4.22M |
| 5 |
Netflix
NFLX
|
$3.58M |
Sector Composition
| 1 | Technology | 27.13% |
| 2 | Consumer Discretionary | 13.05% |
| 3 | Healthcare | 11.95% |
| 4 | Financials | 10.02% |
| 5 | Industrials | 9.97% |
