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
$2.09B
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.86M
3
+$2.28M
4
GSK icon
GSK
GSK
+$2.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.24M

Top Sells

1
+$5.82M
2
+$5.75M
3
+$5.47M
4
CSX icon
CSX Corp
CSX
+$4.67M
5
AVGO icon
Broadcom
AVGO
+$4.19M

Sector Composition

1 Technology 28.27%
2 Consumer Discretionary 13.11%
3 Healthcare 12.24%
4 Industrials 11.79%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$201K 0.01%
2,255
277
$200K 0.01%
1,113
278
$199K 0.01%
8,262
279
$189K 0.01%
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280
$187K 0.01%
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281
$184K 0.01%
655
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282
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283
$167K 0.01%
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284
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285
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286
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287
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288
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289
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291
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292
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293
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294
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296
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297
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550
299
$133K 0.01%
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300
$130K 0.01%
15,932
10 11
12
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