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
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.34M
3
+$3.26M
4
RHI icon
Robert Half
RHI
+$2.05M
5
V icon
Visa
V
+$1.29M

Top Sells

1
+$15M
2
+$4.94M
3
+$2.93M
4
ACN icon
Accenture
ACN
+$1.74M
5
STT icon
State Street
STT
+$1.6M

Sector Composition

1 Technology 27.57%
2 Consumer Discretionary 15.22%
3 Healthcare 12.45%
4 Financials 10.81%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$83K ﹤0.01%
1,286
327
$79K ﹤0.01%
600
328
$79K ﹤0.01%
2,960
+2,430
329
$79K ﹤0.01%
713
+229
330
$78K ﹤0.01%
798
+267
331
$76K ﹤0.01%
200
332
$70K ﹤0.01%
447
+149
333
$68K ﹤0.01%
1,701
334
$67K ﹤0.01%
542
+182
335
$67K ﹤0.01%
561
+284
336
$65K ﹤0.01%
588
337
$64K ﹤0.01%
1,002
+330
338
$64K ﹤0.01%
437
-63
339
$64K ﹤0.01%
220
340
$60K ﹤0.01%
450
341
$60K ﹤0.01%
1,418
+475
342
$60K ﹤0.01%
200
343
$58K ﹤0.01%
670
+224
344
$57K ﹤0.01%
1,020
345
$57K ﹤0.01%
3,294
-408
346
$57K ﹤0.01%
1,000
347
$56K ﹤0.01%
400
348
$54K ﹤0.01%
1,058
+354
349
$54K ﹤0.01%
197
350
$52K ﹤0.01%
307
12 13
14
15 16