LCM

Logan Capital Management Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.02%
This Quarter Est. Return
1 Year Est. Return
+27.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$4.62M
3
+$3.82M
4
CL icon
Colgate-Palmolive
CL
+$2.77M
5
LOGI icon
Logitech
LOGI
+$2.73M

Top Sells

1
+$5.78M
2
+$4.87M
3
+$4.57M
4
MS icon
Morgan Stanley
MS
+$2.71M
5
ZTS icon
Zoetis
ZTS
+$2.49M

Sector Composition

1 Technology 28.29%
2 Consumer Discretionary 13.56%
3 Industrials 11.3%
4 Healthcare 11.04%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17K ﹤0.01%
224
377
$16.7K ﹤0.01%
89
378
$16.3K ﹤0.01%
210
379
$15.6K ﹤0.01%
175
380
$15.6K ﹤0.01%
27
381
$15.5K ﹤0.01%
360
382
$15.5K ﹤0.01%
750
-29
383
$14.9K ﹤0.01%
390
-202
384
$14.3K ﹤0.01%
500
385
$14K ﹤0.01%
70
386
$13.8K ﹤0.01%
100
387
$12.5K ﹤0.01%
404
388
$12.4K ﹤0.01%
135
-135
389
$12.1K ﹤0.01%
800
390
$11.6K ﹤0.01%
201
391
$11.3K ﹤0.01%
430
-140
392
$11.2K ﹤0.01%
50
393
$10.7K ﹤0.01%
473
394
$10.3K ﹤0.01%
71
+1
395
$9.92K ﹤0.01%
334
396
$9.68K ﹤0.01%
23
397
$9.63K ﹤0.01%
125
398
$8.4K ﹤0.01%
81
399
$8.25K ﹤0.01%
129
400
$7.94K ﹤0.01%
36
14 15
16
17 18