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
$2.09B
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.86M
3
+$2.28M
4
GSK icon
GSK
GSK
+$2.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.24M

Top Sells

1
+$5.82M
2
+$5.75M
3
+$5.47M
4
CSX icon
CSX Corp
CSX
+$4.67M
5
AVGO icon
Broadcom
AVGO
+$4.19M

Sector Composition

1 Technology 28.27%
2 Consumer Discretionary 13.11%
3 Healthcare 12.24%
4 Industrials 11.79%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$70.6K ﹤0.01%
4,951
327
$68.1K ﹤0.01%
211
328
$63.2K ﹤0.01%
1,701
329
$63K ﹤0.01%
298
330
$60.3K ﹤0.01%
293
331
$59.1K ﹤0.01%
728
332
$58.4K ﹤0.01%
200
333
$56K ﹤0.01%
298
334
$55.5K ﹤0.01%
900
335
$55K ﹤0.01%
500
336
$54.6K ﹤0.01%
2,065
337
$51.5K ﹤0.01%
44
338
$51K ﹤0.01%
138
339
$50.9K ﹤0.01%
460
340
$50.7K ﹤0.01%
44
341
$50.6K ﹤0.01%
720
342
$47.6K ﹤0.01%
484
343
$47.3K ﹤0.01%
1,000
344
$45.3K ﹤0.01%
287
345
$45.3K ﹤0.01%
275
346
$45.2K ﹤0.01%
315
347
$42.6K ﹤0.01%
896
348
$41.2K ﹤0.01%
450
349
$41K ﹤0.01%
1,500
350
$40.9K ﹤0.01%
295
12 13
14
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