LCM

Logan Capital Management Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.02%
This Quarter Est. Return
1 Year Est. Return
+27.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$4.62M
3
+$3.82M
4
CL icon
Colgate-Palmolive
CL
+$2.77M
5
LOGI icon
Logitech
LOGI
+$2.73M

Top Sells

1
+$5.78M
2
+$4.87M
3
+$4.57M
4
MS icon
Morgan Stanley
MS
+$2.71M
5
ZTS icon
Zoetis
ZTS
+$2.49M

Sector Composition

1 Technology 28.29%
2 Consumer Discretionary 13.56%
3 Industrials 11.3%
4 Healthcare 11.04%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$39.1K ﹤0.01%
295
352
$36.3K ﹤0.01%
140
353
$35.1K ﹤0.01%
335
354
$35K ﹤0.01%
1,000
355
$33.6K ﹤0.01%
315
356
$33K ﹤0.01%
1,195
357
$32.3K ﹤0.01%
432
358
$31.7K ﹤0.01%
500
359
$30.3K ﹤0.01%
241
360
$27.3K ﹤0.01%
1,000
361
$27.3K ﹤0.01%
496
362
$26.8K ﹤0.01%
1,005
363
$26.7K ﹤0.01%
196
-33,490
364
$25.8K ﹤0.01%
1,800
365
$25.3K ﹤0.01%
17
366
$25.3K ﹤0.01%
878
367
$24.9K ﹤0.01%
2,342
-57
368
$23.3K ﹤0.01%
400
369
$22.5K ﹤0.01%
1,500
370
$22K ﹤0.01%
530
371
$22K ﹤0.01%
88
-70
372
$20.4K ﹤0.01%
250
373
$19.6K ﹤0.01%
166
374
$19.2K ﹤0.01%
400
375
$17.8K ﹤0.01%
250
13 14
15
16 17