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
$2.07B
AUM Growth
-$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.96M
3
+$6.35M
4
T icon
AT&T
T
+$3.76M
5
A icon
Agilent Technologies
A
+$3.33M

Top Sells

1
+$15.9M
2
+$8.74M
3
+$5.49M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.78M
5
AAPL icon
Apple
AAPL
+$3.53M

Sector Composition

1 Technology 29.14%
2 Consumer Discretionary 13.67%
3 Healthcare 13.01%
4 Financials 10.66%
5 Industrials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$60K ﹤0.01%
1,300
352
$59K ﹤0.01%
601
+154
353
$58K ﹤0.01%
+44
354
$58K ﹤0.01%
1,242
+40
355
$58K ﹤0.01%
335
356
$58K ﹤0.01%
+44
357
$58K ﹤0.01%
950
358
$56K ﹤0.01%
320
359
$55K ﹤0.01%
764
360
$53K ﹤0.01%
2,928
-144
361
$53K ﹤0.01%
3,200
362
$50K ﹤0.01%
315
363
$50K ﹤0.01%
1,578
364
$50K ﹤0.01%
138
365
$49K ﹤0.01%
2,500
366
$45K ﹤0.01%
3,000
367
$44K ﹤0.01%
400
368
$44K ﹤0.01%
329
369
$42K ﹤0.01%
138
370
$42K ﹤0.01%
287
371
$40K ﹤0.01%
241
372
$40K ﹤0.01%
312
373
$40K ﹤0.01%
248
+29
374
$39K ﹤0.01%
496
375
$36K ﹤0.01%
427
13 14
15
16 17