LCM

Logan Capital Management Portfolio holdings

AUM $2.38B
1-Year Est. Return 26.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.35%
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
+$7.47M
2
+$3.56M
3
+$3.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.07M
5
LOGI icon
Logitech
LOGI
+$2.86M

Top Sells

1
+$9.58M
2
+$4.73M
3
+$4.65M
4
PG icon
Procter & Gamble
PG
+$4.36M
5
AAPL icon
Apple
AAPL
+$3.77M

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
301
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2,104
-422
302
$157K 0.01%
7,375
+1,875
303
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869
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304
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305
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550
306
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307
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308
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310
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311
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312
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313
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314
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315
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$108K 0.01%
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$105K ﹤0.01%
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325
$104K ﹤0.01%
1,200
11 12
13
14 15