LCM

Logan Capital Management Portfolio holdings

AUM $2.37B
1-Year Est. Return 31.18%
This Quarter Est. Return
1 Year Est. Return
+31.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.93M
3
+$2.86M
4
COIN icon
Coinbase
COIN
+$2.57M
5
A icon
Agilent Technologies
A
+$2.4M

Top Sells

1
+$12.6M
2
+$6.6M
3
+$5.33M
4
T icon
AT&T
T
+$3.63M
5
SHEL icon
Shell
SHEL
+$3.52M

Sector Composition

1 Technology 27.81%
2 Healthcare 14.32%
3 Consumer Discretionary 12.76%
4 Financials 11.23%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$445K 0.03%
7,312
+330
252
$435K 0.03%
3,217
253
$414K 0.02%
1,680
-63
254
$371K 0.02%
9,730
255
$370K 0.02%
6,000
-26,358
256
$366K 0.02%
2,103
+23
257
$362K 0.02%
666
-16
258
$358K 0.02%
1,816
+29
259
$354K 0.02%
8,518
-76
260
$346K 0.02%
3,639
261
$346K 0.02%
4,393
262
$336K 0.02%
7,600
263
$325K 0.02%
2,858
+527
264
$306K 0.02%
3,669
-100
265
$296K 0.02%
8,000
266
$294K 0.02%
1,730
-4,165
267
$292K 0.02%
1,721
268
$290K 0.02%
1,723
-1
269
$285K 0.02%
8,004
270
$272K 0.02%
1,763
271
$247K 0.01%
4,000
272
$241K 0.01%
4,101
+335
273
$235K 0.01%
2,236
-28,275
274
$219K 0.01%
5,765
275
$209K 0.01%
15,932
9 10
11
12 13