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
$2.34B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.76M
3
+$3.44M
4
TGT icon
Target
TGT
+$3.33M
5
UPS icon
United Parcel Service
UPS
+$3.17M

Top Sells

1
+$10.4M
2
+$7.66M
3
+$7.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.68M
5
AAPL icon
Apple
AAPL
+$6.07M

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 14.73%
3 Industrials 12.51%
4 Healthcare 11.54%
5 Financials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$19.1K ﹤0.01%
500
377
$19K ﹤0.01%
400
378
$17.8K ﹤0.01%
4,000
379
$17.7K ﹤0.01%
204
+2
380
$17.6K ﹤0.01%
44
381
$16.1K ﹤0.01%
224
-13
382
$16.1K ﹤0.01%
404
383
$15.9K ﹤0.01%
175
384
$15.3K ﹤0.01%
250
385
$15.1K ﹤0.01%
210
386
$14.9K ﹤0.01%
100
387
$14.6K ﹤0.01%
779
-156
388
$14.2K ﹤0.01%
27
389
$14.1K ﹤0.01%
360
390
$13.6K ﹤0.01%
50
391
$12.9K ﹤0.01%
70
392
$12.8K ﹤0.01%
800
393
$12.8K ﹤0.01%
201
394
$12.4K ﹤0.01%
473
395
$12.4K ﹤0.01%
570
396
$10.4K ﹤0.01%
70
397
$10.2K ﹤0.01%
129
-1,700
398
$9.95K ﹤0.01%
334
399
$9.34K ﹤0.01%
100
400
$9.17K ﹤0.01%
36
-19
14 15
16
17 18