LCM

Logan Capital Management Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.02%
This Quarter Est. Return
1 Year Est. Return
+27.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1 +$5.57M
2 +$4.11M
3 +$2.39M
4
T icon
AT&T
T
+$2.06M
5
EA icon
Electronic Arts
EA
+$1.8M

Top Sells

1 +$8.66M
2 +$5.68M
3 +$3.88M
4
NXPI icon
NXP Semiconductors
NXPI
+$3.43M
5
AAPL icon
Apple
AAPL
+$3.26M

Sector Composition

1 Technology 19.9%
2 Consumer Discretionary 18.4%
3 Industrials 12.24%
4 Healthcare 12.08%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-6,225
277
-18,000
278
-26,682
279
-10,000
280
-5,400
281
-3,508
282
-613,624
283
-41,872
284
-33,210
285
-961