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
$2.09B
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.86M
3
+$2.28M
4
GSK icon
GSK
GSK
+$2.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.24M

Top Sells

1
+$5.82M
2
+$5.75M
3
+$5.47M
4
CSX icon
CSX Corp
CSX
+$4.67M
5
AVGO icon
Broadcom
AVGO
+$4.19M

Sector Composition

1 Technology 28.27%
2 Consumer Discretionary 13.11%
3 Healthcare 12.24%
4 Industrials 11.79%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22.1K ﹤0.01%
150
377
$21.1K ﹤0.01%
94
-12,999
378
$21K ﹤0.01%
201
379
$20.8K ﹤0.01%
1,500
-1,000
380
$20.6K ﹤0.01%
949
381
$19.9K ﹤0.01%
166
-1
382
$19.7K ﹤0.01%
530
383
$19.7K ﹤0.01%
500
384
$19.5K ﹤0.01%
935
385
$18.2K ﹤0.01%
250
386
$18.2K ﹤0.01%
75
387
$17.4K ﹤0.01%
473
388
$15.8K ﹤0.01%
175
389
$15.7K ﹤0.01%
+400
390
$15.6K ﹤0.01%
800
391
$15.5K ﹤0.01%
95
-121
392
$15.4K ﹤0.01%
250
393
$14.5K ﹤0.01%
243
394
$14.1K ﹤0.01%
124
395
$13.8K ﹤0.01%
17
396
$12.5K ﹤0.01%
+125
397
$12.4K ﹤0.01%
+55
398
$12.4K ﹤0.01%
250
399
$12K ﹤0.01%
25
400
$12K ﹤0.01%
102
14 15
16
17 18