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
301
$120K 0.01%
38,727
302
$119K 0.01%
2,301
303
$114K 0.01%
550
304
$113K 0.01%
2,500
305
$113K 0.01%
645
306
$112K 0.01%
729
-40
307
$110K 0.01%
562
-180
308
$103K 0.01%
455
309
$103K 0.01%
2,410
310
$102K 0.01%
1,271
311
$99K 0.01%
939
312
$97K 0.01%
3,586
313
$94K 0.01%
1,166
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314
$93K 0.01%
2,350
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315
$93K 0.01%
4,951
316
$92K 0.01%
665
317
$91K 0.01%
2,088
318
$90K 0.01%
2,154
+9
319
$89K 0.01%
800
320
$87K 0.01%
828
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321
$85K ﹤0.01%
690
322
$84K ﹤0.01%
509
323
$81K ﹤0.01%
1,456
-47
324
$81K ﹤0.01%
1,200
325
$79K ﹤0.01%
1,500
11 12
13
14 15