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
276
$203K 0.01%
2,000
277
$199K 0.01%
1,969
+590
278
$199K 0.01%
4,725
279
$198K 0.01%
2,601
-343
280
$194K 0.01%
862
281
$194K 0.01%
1,626
282
$188K 0.01%
7,652
-1,178
283
$186K 0.01%
910
+188
284
$180K 0.01%
1,169
+433
285
$176K 0.01%
1,393
286
$175K 0.01%
1,893
+66
287
$175K 0.01%
2,325
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288
$172K 0.01%
2,753
289
$170K 0.01%
2,402
-35
290
$161K 0.01%
950
291
$159K 0.01%
1,063
292
$150K 0.01%
1,000
293
$149K 0.01%
1,000
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294
$145K 0.01%
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295
$144K 0.01%
7,736
296
$140K 0.01%
3,510
297
$133K 0.01%
1,634
298
$125K 0.01%
4,014
299
$124K 0.01%
1,800
300
$121K 0.01%
1,272
10 11
12
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