LCM

Logan Capital Management Portfolio holdings

AUM $2.38B
1-Year Est. Return 26.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$3.56M
3
+$3.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.07M
5
LOGI icon
Logitech
LOGI
+$2.86M

Top Sells

1
+$9.58M
2
+$4.73M
3
+$4.65M
4
PG icon
Procter & Gamble
PG
+$4.36M
5
AAPL icon
Apple
AAPL
+$3.77M

Sector Composition

1 Technology 27.12%
2 Consumer Discretionary 14.23%
3 Industrials 11.97%
4 Healthcare 11.55%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$49.8K ﹤0.01%
1,000
352
$48.8K ﹤0.01%
211
-304
353
$44.7K ﹤0.01%
315
354
$43.8K ﹤0.01%
287
355
$42K ﹤0.01%
1,170
-570
356
$41.3K ﹤0.01%
275
357
$38.5K ﹤0.01%
295
358
$38.2K ﹤0.01%
2,150
359
$36.6K ﹤0.01%
335
360
$36K ﹤0.01%
241
361
$34.1K ﹤0.01%
441
362
$32.4K ﹤0.01%
1,195
-870
363
$32.1K ﹤0.01%
496
364
$31.5K ﹤0.01%
140
365
$31K ﹤0.01%
+200
366
$30.1K ﹤0.01%
1,000
367
$29.9K ﹤0.01%
120,200
368
$29.8K ﹤0.01%
432
369
$29.4K ﹤0.01%
1,005
370
$27.3K ﹤0.01%
1,800
371
$26.7K ﹤0.01%
1,000
372
$26.7K ﹤0.01%
270
373
$26.5K ﹤0.01%
89
-5
374
$26K ﹤0.01%
2,399
375
$25.8K ﹤0.01%
400
13 14
15
16 17