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
$2.15B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$3.87M
3
+$3.62M
4
LOGI icon
Logitech
LOGI
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M

Top Sells

1
+$11.3M
2
+$5.19M
3
+$5.17M
4
PG icon
Procter & Gamble
PG
+$4.31M
5
AAPL icon
Apple
AAPL
+$3.93M

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
$159K 0.01%
2,104
-422
302
$157K 0.01%
7,375
+1,875
303
$156K 0.01%
869
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304
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305
$144K 0.01%
550
306
$138K 0.01%
812
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307
$138K 0.01%
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308
$138K 0.01%
530
309
$138K 0.01%
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310
$135K 0.01%
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311
$133K 0.01%
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312
$132K 0.01%
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313
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314
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532
315
$122K 0.01%
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316
$122K 0.01%
500
317
$119K 0.01%
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318
$116K 0.01%
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319
$115K 0.01%
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$114K 0.01%
13,900
322
$109K 0.01%
2,086
323
$108K 0.01%
477
324
$105K ﹤0.01%
1,082
325
$104K ﹤0.01%
1,200
11 12
13
14 15