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
$2.34B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.76M
3
+$3.44M
4
TGT icon
Target
TGT
+$3.33M
5
UPS icon
United Parcel Service
UPS
+$3.17M

Top Sells

1
+$10.4M
2
+$7.66M
3
+$7.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.68M
5
AAPL icon
Apple
AAPL
+$6.07M

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 14.73%
3 Industrials 12.51%
4 Healthcare 11.54%
5 Financials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$35.2K ﹤0.01%
335
352
$35K ﹤0.01%
140
353
$34.9K ﹤0.01%
241
354
$34.7K ﹤0.01%
1,000
-500
355
$32.9K ﹤0.01%
1,195
356
$31.7K ﹤0.01%
432
357
$31.6K ﹤0.01%
500
358
$30.2K ﹤0.01%
1,000
359
$30.1K ﹤0.01%
120,200
360
$29.9K ﹤0.01%
496
361
$28.6K ﹤0.01%
2,399
362
$27.5K ﹤0.01%
1,005
363
$27K ﹤0.01%
1,000
364
$25.5K ﹤0.01%
270
365
$24.6K ﹤0.01%
89
366
$24.3K ﹤0.01%
400
367
$24.3K ﹤0.01%
878
368
$23.9K ﹤0.01%
1,800
369
$22.9K ﹤0.01%
592
+2
370
$22.8K ﹤0.01%
530
371
$22.5K ﹤0.01%
1,500
372
$22.4K ﹤0.01%
166
373
$21.2K ﹤0.01%
17
374
$20.6K ﹤0.01%
202
+2
375
$20K ﹤0.01%
250
13 14
15
16 17