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
$2.32B
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$4.62M
3
+$3.82M
4
CL icon
Colgate-Palmolive
CL
+$2.77M
5
LOGI icon
Logitech
LOGI
+$2.73M

Top Sells

1
+$5.78M
2
+$4.87M
3
+$4.57M
4
MS icon
Morgan Stanley
MS
+$2.71M
5
ZTS icon
Zoetis
ZTS
+$2.49M

Sector Composition

1 Technology 28.29%
2 Consumer Discretionary 13.56%
3 Industrials 11.3%
4 Healthcare 11.04%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$136K 0.01%
455
302
$133K 0.01%
532
303
$122K 0.01%
477
304
$116K 0.01%
503
+103
305
$116K 0.01%
1,205
306
$116K 0.01%
1,488
307
$115K 0.01%
13,900
308
$113K ﹤0.01%
1,110
309
$113K ﹤0.01%
1,188
310
$111K ﹤0.01%
1,045
+45
311
$111K ﹤0.01%
2,086
312
$104K ﹤0.01%
881
313
$101K ﹤0.01%
4,951
314
$101K ﹤0.01%
169
-28
315
$96.5K ﹤0.01%
530
316
$95.2K ﹤0.01%
800
317
$93.6K ﹤0.01%
729
-99
318
$90.5K ﹤0.01%
1,501
319
$86.6K ﹤0.01%
2,000
320
$86.5K ﹤0.01%
1,000
321
$81.1K ﹤0.01%
500
322
$76.6K ﹤0.01%
298
323
$71.6K ﹤0.01%
1,300
324
$70.2K ﹤0.01%
8,000
325
$67.3K ﹤0.01%
293
11 12
13
14 15