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
$1.94B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$9.01M
3
+$7.63M
4
MSFT icon
Microsoft
MSFT
+$7.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.24M

Top Sells

1
+$4.34M
2
+$4.08M
3
+$2.44M
4
TFC icon
Truist Financial
TFC
+$1.74M
5
RHI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$165K 0.01%
2,509
-333
302
$157K 0.01%
986
-77
303
$149K 0.01%
1,272
304
$141K 0.01%
4,258
+30
305
$127K 0.01%
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306
$124K 0.01%
562
307
$122K 0.01%
+5,057
308
$116K 0.01%
550
309
$114K 0.01%
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310
$113K 0.01%
1,800
311
$112K 0.01%
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312
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532
313
$106K 0.01%
675
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314
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315
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$101K 0.01%
2,410
317
$98.3K 0.01%
665
318
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319
$97.3K 0.01%
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320
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$95.8K ﹤0.01%
2,088
322
$94.8K ﹤0.01%
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323
$90.1K ﹤0.01%
800
324
$84K ﹤0.01%
500
325
$78.8K ﹤0.01%
455
11 12
13
14 15