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
$1.67B
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.78M
3
+$2.34M
4
MAR icon
Marriott International
MAR
+$2.24M
5
LLY icon
Eli Lilly
LLY
+$1.44M

Top Sells

1
+$3.56M
2
+$3.2M
3
+$2.72M
4
TTEC icon
TTEC Holdings
TTEC
+$1.94M
5
NVDA icon
NVIDIA
NVDA
+$1.92M

Sector Composition

1 Technology 28.25%
2 Consumer Discretionary 13.65%
3 Healthcare 13.58%
4 Financials 11.07%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$46K ﹤0.01%
582
-19
352
$46K ﹤0.01%
450
353
$43K ﹤0.01%
315
354
$43K ﹤0.01%
1,242
355
$43K ﹤0.01%
123
+118
356
$40K ﹤0.01%
1,578
357
$40K ﹤0.01%
335
358
$40K ﹤0.01%
1,000
359
$39K ﹤0.01%
512
360
$39K ﹤0.01%
3,000
361
$37K ﹤0.01%
534
-29
362
$37K ﹤0.01%
138
363
$36K ﹤0.01%
329
-33
364
$36K ﹤0.01%
2,500
365
$33K ﹤0.01%
400
366
$31K ﹤0.01%
115
367
$31K ﹤0.01%
295
368
$30K ﹤0.01%
496
369
$29K ﹤0.01%
850
370
$28K ﹤0.01%
275
371
$27K ﹤0.01%
241
372
$27K ﹤0.01%
1,000
373
$25K ﹤0.01%
896
374
$25K ﹤0.01%
1,000
375
$25K ﹤0.01%
190
13 14
15
16 17