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
$2.43B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$3.57M
3
+$2.19M
4
SN icon
SharkNinja
SN
+$2.18M
5
CASY icon
Casey's General Stores
CASY
+$2.05M

Top Sells

1
+$7.79M
2
+$5.79M
3
+$3.5M
4
FND icon
Floor & Decor
FND
+$3.04M
5
BR icon
Broadridge
BR
+$2.88M

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 13.55%
3 Industrials 12.05%
4 Healthcare 11.16%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21.5K ﹤0.01%
530
377
$20.6K ﹤0.01%
1,500
378
$19.7K ﹤0.01%
250
379
$18.9K ﹤0.01%
210
380
$18.9K ﹤0.01%
400
381
$18.7K ﹤0.01%
224
382
$18.2K ﹤0.01%
70
383
$18.2K ﹤0.01%
404
384
$17.7K ﹤0.01%
89
385
$17.6K ﹤0.01%
360
386
$17.3K ﹤0.01%
390
387
$15.9K ﹤0.01%
27
388
$15K ﹤0.01%
100
389
$14.3K ﹤0.01%
750
390
$13.4K ﹤0.01%
800
391
$13.3K ﹤0.01%
201
392
$13.2K ﹤0.01%
135
393
$12.7K ﹤0.01%
+521
394
– –
0
395
$12.2K ﹤0.01%
50
396
$10.9K ﹤0.01%
71
397
$10.9K ﹤0.01%
23
398
$10.5K ﹤0.01%
125
399
$10.4K ﹤0.01%
+331
400
$10.1K ﹤0.01%
334
14 15
16
17 18