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
$1.43B
AUM Growth
-$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$4.76M
2 +$2.36M
3 +$1.61M
4
COP icon
ConocoPhillips
COP
+$1.58M
5
BP icon
BP
BP
+$970K

Top Sells

1 +$33.9M
2 +$19.4M
3 +$7.48M
4
PEP icon
PepsiCo
PEP
+$7.07M
5
TFC icon
Truist Financial
TFC
+$5.37M

Sector Composition

1 Technology 22.09%
2 Healthcare 12.82%
3 Consumer Discretionary 12.39%
4 Financials 9.62%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-25,300
277
-1,071
278
-3,000
279
-20,000
280
-67,645