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
276
$272K 0.01%
3,639
277
$268K 0.01%
+28,684
278
$266K 0.01%
4,725
279
$255K 0.01%
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280
$253K 0.01%
4,101
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281
$244K 0.01%
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282
$222K 0.01%
944
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283
$217K 0.01%
1,382
284
$215K 0.01%
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285
$210K 0.01%
7,600
286
$209K 0.01%
2,832
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287
$196K 0.01%
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288
$194K 0.01%
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289
$193K 0.01%
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290
$190K 0.01%
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291
$185K 0.01%
7,652
292
$183K 0.01%
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293
$183K 0.01%
2,000
294
$179K 0.01%
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295
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296
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2,255
297
$170K 0.01%
1,626
298
$170K 0.01%
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299
$168K 0.01%
1,458
-1,400
300
$165K 0.01%
2,200
10 11
12
13 14