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
351
$52K ﹤0.01%
3,000
352
$52K ﹤0.01%
3,189
+36
353
$50K ﹤0.01%
1,202
354
$49K ﹤0.01%
2,500
355
$49K ﹤0.01%
138
356
$48K ﹤0.01%
1,300
357
$48K ﹤0.01%
+231
358
$47K ﹤0.01%
500
359
$47K ﹤0.01%
665
+155
360
$45K ﹤0.01%
771
361
$44K ﹤0.01%
320
362
$44K ﹤0.01%
700
363
$42K ﹤0.01%
700
-850
364
$41K ﹤0.01%
245
365
$40K ﹤0.01%
115
366
$39K ﹤0.01%
896
367
$39K ﹤0.01%
549
-61
368
$39K ﹤0.01%
1,578
369
$39K ﹤0.01%
+198
370
$39K ﹤0.01%
409
+172
371
$38K ﹤0.01%
+707
372
$38K ﹤0.01%
300
373
$36K ﹤0.01%
+168
374
$35K ﹤0.01%
329
375
$35K ﹤0.01%
473
+440
13 14
15
16 17