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
$1.74B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.93M
3
+$2.86M
4
COIN icon
Coinbase
COIN
+$2.57M
5
A icon
Agilent Technologies
A
+$2.4M

Top Sells

1
+$12.6M
2
+$6.6M
3
+$5.33M
4
T icon
AT&T
T
+$3.63M
5
SHEL icon
Shell
SHEL
+$3.52M

Sector Composition

1 Technology 27.81%
2 Healthcare 14.32%
3 Consumer Discretionary 12.76%
4 Financials 11.23%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$51K ﹤0.01%
1,000
352
$50K ﹤0.01%
1,300
353
$50K ﹤0.01%
867
354
$49K ﹤0.01%
450
355
$49K ﹤0.01%
315
356
$48K ﹤0.01%
601
357
$48K ﹤0.01%
335
358
$47K ﹤0.01%
512
-250
359
$47K ﹤0.01%
1,578
360
$47K ﹤0.01%
234
361
$45K ﹤0.01%
+778
362
$45K ﹤0.01%
563
+136
363
$44K ﹤0.01%
1,242
364
$42K ﹤0.01%
2,500
365
$41K ﹤0.01%
362
+33
366
$39K ﹤0.01%
138
367
$38K ﹤0.01%
3,000
368
$36K ﹤0.01%
400
369
$36K ﹤0.01%
2,442
-486
370
$36K ﹤0.01%
248
371
$35K ﹤0.01%
241
372
$34K ﹤0.01%
+2,150
373
$33K ﹤0.01%
1,000
374
$33K ﹤0.01%
496
375
$33K ﹤0.01%
295
13 14
15
16 17