LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
1-Year Return
27.02%
This Quarter Return
+8.7%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$2.06B
AUM Growth
+$116M
(+5.9%)
Cap. Flow
-$8.53M
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
25.01%
Holding
532
New
6
Increased
98
Reduced
133
Closed
33
Top Buys
| 1 |
Graphic Packaging
GPK
|
$8.55M |
| 2 |
Medtronic
MDT
|
$8.29M |
| 3 |
Procter & Gamble
PG
|
$7.53M |
| 4 |
Texas Roadhouse
TXRH
|
$6.53M |
| 5 |
Hubbell
HUBB
|
$6.25M |
Top Sells
| 1 |
Amgen
AMGN
|
$8.13M |
| 2 |
EPAM Systems
EPAM
|
$7.93M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$7.42M |
| 4 |
Mondelez International
MDLZ
|
$7.23M |
| 5 |
Constellation Brands
STZ
|
$6.86M |
Sector Composition
| 1 | Technology | 26.92% |
| 2 | Consumer Discretionary | 13.39% |
| 3 | Healthcare | 13.04% |
| 4 | Industrials | 11.88% |
| 5 | Financials | 9.98% |
