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
$2.32B
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$4.62M
3
+$3.82M
4
CL icon
Colgate-Palmolive
CL
+$2.77M
5
LOGI icon
Logitech
LOGI
+$2.73M

Top Sells

1
+$5.78M
2
+$4.87M
3
+$4.57M
4
MS icon
Morgan Stanley
MS
+$2.71M
5
ZTS icon
Zoetis
ZTS
+$2.49M

Sector Composition

1 Technology 28.29%
2 Consumer Discretionary 13.56%
3 Industrials 11.3%
4 Healthcare 11.04%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$241K 0.01%
1,097
+9
277
$240K 0.01%
4,863
+3,307
278
$240K 0.01%
7,751
-1,200
279
$232K 0.01%
1,800
280
$222K 0.01%
7,393
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281
$221K 0.01%
2,860
282
$218K 0.01%
11,454
-314
283
$211K 0.01%
382
284
$210K 0.01%
8,714
285
$206K 0.01%
7,736
286
$202K 0.01%
3,035
287
$200K 0.01%
950
288
$193K 0.01%
950
289
$193K 0.01%
1,272
290
$192K 0.01%
1,000
291
$182K 0.01%
2,295
292
$173K 0.01%
522
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293
$171K 0.01%
2,704
294
$167K 0.01%
560
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295
$166K 0.01%
2,116
296
$164K 0.01%
500
297
$159K 0.01%
869
298
$147K 0.01%
5,057
299
$145K 0.01%
746
300
$144K 0.01%
7,375
10 11
12
13 14