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
$2.2B
AUM Growth
-$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$9.54M
3 +$9.38M
4
MDLZ icon
Mondelez International
MDLZ
+$5.25M
5
GE icon
GE Aerospace
GE
+$4.63M

Top Sells

1 +$11.6M
2 +$11.5M
3 +$7.91M
4
AAPL icon
Apple
AAPL
+$7.85M
5
ADBE icon
Adobe
ADBE
+$6M

Sector Composition

1 Technology 25.89%
2 Consumer Discretionary 13.37%
3 Industrials 11.99%
4 Financials 11.33%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$18.2K ﹤0.01%
1,545
377
$17.9K ﹤0.01%
100
378
$17.4K ﹤0.01%
1,500
379
$16.3K ﹤0.01%
541
+207
380
$15.8K ﹤0.01%
390
381
$14.9K ﹤0.01%
88
+65
382
$14.8K ﹤0.01%
27
383
$14.3K ﹤0.01%
+471
384
$13.9K ﹤0.01%
1,597
385
$12.6K ﹤0.01%
521
386
$12.6K ﹤0.01%
125
387
$12.5K ﹤0.01%
+473
388
$12.3K ﹤0.01%
+348
389
$12.3K ﹤0.01%
135
390
$12K ﹤0.01%
+153
391
$11.7K ﹤0.01%
+699
392
$11.7K ﹤0.01%
+217
393
$11.7K ﹤0.01%
50
394
$11.6K ﹤0.01%
+305
395
$11.4K ﹤0.01%
+198
396
$11.4K ﹤0.01%
+125
397
$11.2K ﹤0.01%
500
398
$11.2K ﹤0.01%
750
399
$10.9K ﹤0.01%
+554
400
$10.7K ﹤0.01%
23