LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
1-Year Return
27.02%
This Quarter Return
+9.13%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$1.34B
AUM Growth
+$94.7M
(+7.6%)
Cap. Flow
-$158M
Cap. Flow
% of AUM
-11.86%
Top 10 Holdings %
Top 10 Hldgs %
22.73%
Holding
309
New
50
Increased
64
Reduced
118
Closed
48
Top Buys
| 1 |
Polaris
PII
|
$16.2M |
| 2 |
McDonald's
MCD
|
$15.3M |
| 3 |
3D Systems Corporation
DDD
|
$15.3M |
| 4 |
NCR Voyix
VYX
|
$13.9M |
| 5 |
Flowserve
FLS
|
$12.7M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$18.6M |
| 2 |
Edwards Lifesciences
EW
|
$15.2M |
| 3 |
Intuitive Surgical
ISRG
|
$14.8M |
| 4 |
Microchip Technology
MCHP
|
$14.3M |
| 5 |
JOY
Joy Global Inc
JOY
|
$14.1M |
Sector Composition
| 1 | Technology | 22.89% |
| 2 | Consumer Discretionary | 16.21% |
| 3 | Industrials | 14.55% |
| 4 | Healthcare | 11.91% |
| 5 | Energy | 6.62% |