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
$2.34B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.76M
3
+$3.44M
4
TGT icon
Target
TGT
+$3.33M
5
UPS icon
United Parcel Service
UPS
+$3.17M

Top Sells

1
+$10.4M
2
+$7.66M
3
+$7.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.68M
5
AAPL icon
Apple
AAPL
+$6.07M

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 14.73%
3 Industrials 12.51%
4 Healthcare 11.54%
5 Financials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$135K 0.01%
1,488
302
$132K 0.01%
455
303
$130K 0.01%
746
-66
304
$124K 0.01%
477
305
$120K 0.01%
1,205
-1,050
306
$118K 0.01%
13,900
307
$115K ﹤0.01%
1,110
+28
308
$113K ﹤0.01%
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309
$113K ﹤0.01%
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310
$113K ﹤0.01%
197
311
$111K ﹤0.01%
1,000
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312
$108K ﹤0.01%
5,000
313
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828
314
$108K ﹤0.01%
881
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315
$105K ﹤0.01%
1,000
316
$102K ﹤0.01%
530
317
$102K ﹤0.01%
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$101K ﹤0.01%
800
319
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400
320
$90.5K ﹤0.01%
1,501
321
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500
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322
$89.8K ﹤0.01%
298
323
$83.7K ﹤0.01%
2,000
324
$78.1K ﹤0.01%
1,556
-2,953
325
$77.3K ﹤0.01%
359
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13
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