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
$1.94B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$9.01M
3
+$7.63M
4
MSFT icon
Microsoft
MSFT
+$7.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.24M

Top Sells

1
+$4.34M
2
+$4.08M
3
+$2.44M
4
TFC icon
Truist Financial
TFC
+$1.74M
5
RHI icon
Robert Half
RHI
+$1.65M

Sector Composition

1 Technology 25.51%
2 Healthcare 14.07%
3 Consumer Discretionary 12.42%
4 Industrials 11.48%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$465K 0.02%
6,000
252
$457K 0.02%
5,213
253
$446K 0.02%
+12,704
254
$437K 0.02%
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255
$428K 0.02%
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256
$418K 0.02%
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257
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258
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260
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262
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263
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264
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266
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272
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273
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274
$292K 0.02%
8,239
-7,288
275
$274K 0.01%
7,019
-227
9 10
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