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
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$3.87M
3
+$3.62M
4
LOGI icon
Logitech
LOGI
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M

Top Sells

1
+$11.3M
2
+$5.19M
3
+$5.17M
4
PG icon
Procter & Gamble
PG
+$4.31M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 27.12%
2 Consumer Discretionary 14.23%
3 Industrials 11.97%
4 Healthcare 11.55%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$25.7K ﹤0.01%
500
377
$23.7K ﹤0.01%
+1,800
378
$23.3K ﹤0.01%
878
-300
379
$22K ﹤0.01%
1,500
380
$21.6K ﹤0.01%
590
-190
381
$21K ﹤0.01%
166
382
$20.7K ﹤0.01%
530
383
$20.6K ﹤0.01%
+200
384
$19.8K ﹤0.01%
17
385
$19.5K ﹤0.01%
95
386
$18.7K ﹤0.01%
123
387
$18.6K ﹤0.01%
500
388
$17.9K ﹤0.01%
+202
389
$17.7K ﹤0.01%
237
-13
390
$17.6K ﹤0.01%
250
391
$17.1K ﹤0.01%
404
392
$17K ﹤0.01%
400
393
$16.6K ﹤0.01%
+44
394
$15.9K ﹤0.01%
175
395
$15.1K ﹤0.01%
+154
396
$14.9K ﹤0.01%
473
397
$14.7K ﹤0.01%
210
-210
398
$14.2K ﹤0.01%
800
399
$13.8K ﹤0.01%
+50
400
$13.7K ﹤0.01%
250
14 15
16
17 18