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
$1.94B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$9.01M
3
+$7.63M
4
MSFT icon
Microsoft
MSFT
+$7.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.24M

Top Sells

1
+$4.34M
2
+$4.08M
3
+$2.44M
4
TFC icon
Truist Financial
TFC
+$1.74M
5
RHI icon
Robert Half
RHI
+$1.65M

Sector Composition

1 Technology 25.51%
2 Healthcare 14.07%
3 Consumer Discretionary 12.42%
4 Industrials 11.48%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$30K ﹤0.01%
420
-280
377
$29.6K ﹤0.01%
2,655
378
$29.5K ﹤0.01%
275
379
$29.4K ﹤0.01%
896
380
$28.3K ﹤0.01%
1,000
381
$27.1K ﹤0.01%
297
-285
382
$26.9K ﹤0.01%
1,000
383
$26.6K ﹤0.01%
190
384
$26.6K ﹤0.01%
76
385
$26.4K ﹤0.01%
140
386
$26.1K ﹤0.01%
935
387
$25.8K ﹤0.01%
432
388
$25.2K ﹤0.01%
+350
389
$25.1K ﹤0.01%
201
390
$24K ﹤0.01%
400
391
$23.7K ﹤0.01%
1,800
392
$23K ﹤0.01%
441
393
$22.6K ﹤0.01%
500
-10
394
$22.3K ﹤0.01%
+270
395
$22.1K ﹤0.01%
404
396
$21.9K ﹤0.01%
354
397
$21.5K ﹤0.01%
+600
398
$20.6K ﹤0.01%
530
399
$20.5K ﹤0.01%
117
400
$20.4K ﹤0.01%
+105
14 15
16
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