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
$2.15B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$3.87M
3
+$3.62M
4
LOGI icon
Logitech
LOGI
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M

Top Sells

1
+$11.3M
2
+$5.19M
3
+$5.17M
4
PG icon
Procter & Gamble
PG
+$4.31M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 27.12%
2 Consumer Discretionary 14.23%
3 Industrials 11.97%
4 Healthcare 11.55%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$264K 0.01%
8,000
277
$249K 0.01%
7,386
-214
278
$247K 0.01%
+1,651
279
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280
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950
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281
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282
$222K 0.01%
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283
$216K 0.01%
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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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295
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950
296
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297
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298
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2,000
299
$168K 0.01%
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300
$161K 0.01%
1,829
-206
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