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
$2.34B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.76M
3
+$3.44M
4
TGT icon
Target
TGT
+$3.33M
5
UPS icon
United Parcel Service
UPS
+$3.17M

Top Sells

1
+$10.4M
2
+$7.66M
3
+$7.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.68M
5
AAPL icon
Apple
AAPL
+$6.07M

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 14.73%
3 Industrials 12.51%
4 Healthcare 11.54%
5 Financials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$73.4K ﹤0.01%
1,300
327
$71.2K ﹤0.01%
1,448
-200
328
$70K ﹤0.01%
8,000
-7,932
329
$69.1K ﹤0.01%
293
330
$61.5K ﹤0.01%
1,701
331
$61.5K ﹤0.01%
484
332
$61.4K ﹤0.01%
298
333
$58K ﹤0.01%
200
334
$56.4K ﹤0.01%
127
335
$56.1K ﹤0.01%
500
336
$53.2K ﹤0.01%
44
337
$52.5K ﹤0.01%
44
338
$52.4K ﹤0.01%
287
339
$49.8K ﹤0.01%
460
340
$49.7K ﹤0.01%
5,686
-52,664
341
$46.1K ﹤0.01%
262
342
$45.5K ﹤0.01%
275
343
$44K ﹤0.01%
1,170
344
$43.5K ﹤0.01%
1,000
345
$41.9K ﹤0.01%
315
346
$41.9K ﹤0.01%
441
347
$41K ﹤0.01%
+400
348
$40.9K ﹤0.01%
295
349
$40.3K ﹤0.01%
203
+3
350
$39.5K ﹤0.01%
158
-53
12 13
14
15 16