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
$2.15B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.34M
3
+$3.26M
4
RHI icon
Robert Half
RHI
+$2.05M
5
V icon
Visa
V
+$1.29M

Top Sells

1
+$15M
2
+$4.94M
3
+$2.93M
4
ACN icon
Accenture
ACN
+$1.74M
5
STT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$35K ﹤0.01%
272
+229
377
$35K ﹤0.01%
496
378
$34K ﹤0.01%
1,000
379
$34K ﹤0.01%
295
380
$33K ﹤0.01%
+179
381
$33K ﹤0.01%
1,000
382
$33K ﹤0.01%
60
383
$32K ﹤0.01%
210
+191
384
$31K ﹤0.01%
432
385
$31K ﹤0.01%
400
386
$31K ﹤0.01%
315
387
$31K ﹤0.01%
+109
388
$30K ﹤0.01%
1,000
-201
389
$30K ﹤0.01%
+850
390
$30K ﹤0.01%
3,000
391
$30K ﹤0.01%
500
392
$30K ﹤0.01%
450
393
$30K ﹤0.01%
75
394
$30K ﹤0.01%
+76
395
$29K ﹤0.01%
127
396
$29K ﹤0.01%
398
-100
397
$29K ﹤0.01%
189
+177
398
$28K ﹤0.01%
600
-160
399
$28K ﹤0.01%
190
400
$28K ﹤0.01%
354
14 15
16
17 18