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
$1.94B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$9.01M
3
+$7.63M
4
MSFT icon
Microsoft
MSFT
+$7.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.24M

Top Sells

1
+$4.34M
2
+$4.08M
3
+$2.44M
4
TFC icon
Truist Financial
TFC
+$1.74M
5
RHI icon
Robert Half
RHI
+$1.65M

Sector Composition

1 Technology 25.51%
2 Healthcare 14.07%
3 Consumer Discretionary 12.42%
4 Industrials 11.48%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$77.2K ﹤0.01%
1,456
327
$77K ﹤0.01%
1,158
-36
328
$75.2K ﹤0.01%
1,740
-760
329
$72.5K ﹤0.01%
211
330
$71.1K ﹤0.01%
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331
$70.6K ﹤0.01%
1,200
332
$69K ﹤0.01%
2,363
-1,160
333
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718
-40
334
$66.5K ﹤0.01%
1,701
335
$62.9K ﹤0.01%
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336
$62.9K ﹤0.01%
450
337
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321
338
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574
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$59K ﹤0.01%
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346
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900
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$47.4K ﹤0.01%
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350
$47.1K ﹤0.01%
720
-480
12 13
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15 16