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
-$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.64M
3
+$8.36M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$8.2M
5
ZBRA icon
Zebra Technologies
ZBRA
+$6.34M

Top Sells

1
+$19.7M
2
+$9.79M
3
+$9.09M
4
HD icon
Home Depot
HD
+$7.62M
5
ADBE icon
Adobe
ADBE
+$4.08M

Sector Composition

1 Technology 27.86%
2 Consumer Discretionary 15.33%
3 Healthcare 12.73%
4 Financials 11.17%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$87K ﹤0.01%
2,000
327
$87K ﹤0.01%
600
328
$86K ﹤0.01%
500
329
$84K ﹤0.01%
1,200
330
$81K ﹤0.01%
1,286
331
$79K ﹤0.01%
2,700
332
$78K ﹤0.01%
+3,000
333
$76K ﹤0.01%
200
334
$73K ﹤0.01%
1,418
335
$72K ﹤0.01%
1,279
336
$70K ﹤0.01%
176
337
$70K ﹤0.01%
561
338
$68K ﹤0.01%
1,701
339
$68K ﹤0.01%
542
340
$65K ﹤0.01%
447
341
$63K ﹤0.01%
610
+110
342
$62K ﹤0.01%
210
+101
343
$62K ﹤0.01%
220
344
$60K ﹤0.01%
1,002
345
$59K ﹤0.01%
1,020
346
$59K ﹤0.01%
200
347
$59K ﹤0.01%
197
348
$57K ﹤0.01%
345
+156
349
$57K ﹤0.01%
3,294
350
$56K ﹤0.01%
450
12 13
14
15 16