LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
1-Year Return
27.02%
This Quarter Return
+11.68%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$1.94B
AUM Growth
+$275M
(+16%)
Cap. Flow
+$115M
Cap. Flow
% of AUM
5.91%
Top 10 Holdings %
Top 10 Hldgs %
23.24%
Holding
542
New
34
Increased
108
Reduced
156
Closed
17
Top Buys
| 1 |
Logan Capital Broad Innovative Growth ETF
LCLG
|
+$41.1M |
| 2 |
Lincoln Electric
LECO
|
+$9.01M |
| 3 |
Verisk Analytics
VRSK
|
+$7.63M |
| 4 |
Microsoft
MSFT
|
+$7.62M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$6.24M |
Top Sells
| 1 |
Zoetis
ZTS
|
+$4.34M |
| 2 |
EPAM Systems
EPAM
|
+$4.08M |
| 3 |
Marsh & McLennan
MMC
|
+$2.44M |
| 4 |
Truist Financial
TFC
|
+$1.74M |
| 5 |
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% |
