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
$1.94B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$9.01M
3
+$7.63M
4
MSFT icon
Microsoft
MSFT
+$7.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.24M

Top Sells

1
+$4.34M
2
+$4.08M
3
+$2.44M
4
TFC icon
Truist Financial
TFC
+$1.74M
5
RHI icon
Robert Half
RHI
+$1.65M

Sector Composition

1 Technology 25.51%
2 Healthcare 14.07%
3 Consumer Discretionary 12.42%
4 Industrials 11.48%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$47K ﹤0.01%
335
352
$45.3K ﹤0.01%
525
-253
353
$45K ﹤0.01%
1,000
354
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-48
355
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315
356
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287
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$39.9K ﹤0.01%
400
358
$39.5K ﹤0.01%
298
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359
$39.1K ﹤0.01%
329
360
$37.9K ﹤0.01%
143
+17
361
$37.8K ﹤0.01%
295
362
$36.5K ﹤0.01%
240
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$36.4K ﹤0.01%
1,500
-2,000
364
$36.4K ﹤0.01%
4,000
365
$35.8K ﹤0.01%
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$34.7K ﹤0.01%
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2,500
368
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369
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1,005
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370
$32.7K ﹤0.01%
534
371
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780
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372
$32.3K ﹤0.01%
1,178
-400
373
$32.1K ﹤0.01%
496
374
$31.8K ﹤0.01%
115
375
$30.3K ﹤0.01%
241
13 14
15
16 17