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
351
$56K ﹤0.01%
500
-88
352
$56K ﹤0.01%
231
353
$56K ﹤0.01%
400
354
$55K ﹤0.01%
1,000
355
$52K ﹤0.01%
1,058
356
$52K ﹤0.01%
1,202
357
$51K ﹤0.01%
3,000
358
$50K ﹤0.01%
670
359
$49K ﹤0.01%
138
360
$48K ﹤0.01%
3,226
+37
361
$47K ﹤0.01%
665
362
$47K ﹤0.01%
320
363
$46K ﹤0.01%
1,300
364
$46K ﹤0.01%
2,500
365
$46K ﹤0.01%
138
+66
366
$44K ﹤0.01%
307
367
$44K ﹤0.01%
950
+450
368
$43K ﹤0.01%
312
+136
369
$43K ﹤0.01%
700
370
$42K ﹤0.01%
219
+115
371
$41K ﹤0.01%
771
372
$40K ﹤0.01%
241
+119
373
$40K ﹤0.01%
549
374
$40K ﹤0.01%
287
-150
375
$39K ﹤0.01%
198
13 14
15
16 17