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
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.93M
3
+$1.9M
4
SNY icon
Sanofi
SNY
+$1.45M
5
DEO icon
Diageo
DEO
+$1.01M

Top Sells

1
+$14.1M
2
+$11.1M
3
+$8.65M
4
AMZN icon
Amazon
AMZN
+$7.38M
5
PM icon
Philip Morris
PM
+$7.17M

Sector Composition

1 Technology 29%
2 Consumer Discretionary 12.99%
3 Industrials 12.33%
4 Communication Services 11.76%
5 Financials 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.45K ﹤0.01%
12
-5
352
$7.31K ﹤0.01%
30
353
$7.3K ﹤0.01%
67
354
$7.1K ﹤0.01%
53
+1
355
$6.58K ﹤0.01%
9
356
$6.54K ﹤0.01%
267
357
$6.53K ﹤0.01%
+330
358
$6.47K ﹤0.01%
267
-254
359
$6.46K ﹤0.01%
289
360
$6.44K ﹤0.01%
144
+1
361
$6.3K ﹤0.01%
248
362
$6.28K ﹤0.01%
269
363
$6.28K ﹤0.01%
279
364
$6.27K ﹤0.01%
286
365
$6.23K ﹤0.01%
304
366
$6.19K ﹤0.01%
269
367
$6.09K ﹤0.01%
682
-915
368
$5.96K ﹤0.01%
54
369
$5.71K ﹤0.01%
37
370
$5.64K ﹤0.01%
67
+1
371
$4.86K ﹤0.01%
10
-1,458
372
$4.73K ﹤0.01%
56
373
$4.42K ﹤0.01%
532
374
$4.31K ﹤0.01%
77
+1
375
$4.27K ﹤0.01%
104
13 14
15
16 17