LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
1-Year Return
27.02%
This Quarter Return
+1.86%
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
-$2.29M
(-0.11%)
Cap. Flow
-$28.7M
Cap. Flow
% of AUM
-1.34%
Top 10 Holdings %
Top 10 Hldgs %
24.87%
Holding
536
New
9
Increased
134
Reduced
105
Closed
5
Top Buys
| 1 |
Truist Financial
TFC
|
+$13.5M |
| 2 |
Coinbase
COIN
|
+$9.64M |
| 3 |
Lithia Motors
LAD
|
+$8.36M |
| 4 |
Old Dominion Freight Line
ODFL
|
+$8.2M |
| 5 |
Zebra Technologies
ZBRA
|
+$6.34M |
Top Sells
| 1 |
Global Payments
GPN
|
+$19.7M |
| 2 |
PNC Financial Services
PNC
|
+$9.79M |
| 3 |
Fiserv
FI
|
+$9.09M |
| 4 |
Home Depot
HD
|
+$7.62M |
| 5 |
Adobe
ADBE
|
+$4.08M |
Sector Composition
| 1 | Technology | 27.86% |
| 2 | Consumer Discretionary | 15.33% |
| 3 | Healthcare | 12.73% |
| 4 | Financials | 11.17% |
| 5 | Communication Services | 9.75% |
