LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
1-Year Return
27.02%
This Quarter Return
+7.78%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$2.15B
AUM Growth
+$152M
(+7.6%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
0.78%
Top 10 Holdings %
Top 10 Hldgs %
25.08%
Holding
554
New
50
Increased
200
Reduced
76
Closed
28
Top Buys
| 1 |
OneMain Financial
OMF
|
+$10.5M |
| 2 |
TTEC Holdings
TTEC
|
+$6.34M |
| 3 |
Morgan Stanley
MS
|
+$3.26M |
| 4 |
Robert Half
RHI
|
+$2.05M |
| 5 |
Visa
V
|
+$1.29M |
Top Sells
| 1 |
Verisk Analytics
VRSK
|
+$15M |
| 2 |
PayPal
PYPL
|
+$4.94M |
| 3 |
Apple
AAPL
|
+$2.93M |
| 4 |
Accenture
ACN
|
+$1.74M |
| 5 |
State Street
STT
|
+$1.6M |
Sector Composition
| 1 | Technology | 27.57% |
| 2 | Consumer Discretionary | 15.22% |
| 3 | Healthcare | 12.45% |
| 4 | Financials | 10.81% |
| 5 | Industrials | 10.2% |
