LCM

Logan Capital Management Portfolio holdings

AUM $2.38B
1-Year Est. Return 26.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.93M
3
+$1.9M
4
SNY icon
Sanofi
SNY
+$1.45M
5
DEO icon
Diageo
DEO
+$1.01M

Top Sells

1
+$14.1M
2
+$11.1M
3
+$8.65M
4
AMZN icon
Amazon
AMZN
+$7.38M
5
PM icon
Philip Morris
PM
+$7.17M

Sector Composition

1 Technology 29%
2 Consumer Discretionary 12.99%
3 Industrials 12.33%
4 Communication Services 11.76%
5 Financials 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.26K ﹤0.01%
126
377
$4.2K ﹤0.01%
23
-65
378
$4.19K ﹤0.01%
300
379
$4.16K ﹤0.01%
51
380
$3.94K ﹤0.01%
14
381
$3.81K ﹤0.01%
40
382
$3.79K ﹤0.01%
26
383
$3.67K ﹤0.01%
25
384
$3.55K ﹤0.01%
65
+1
385
$3.32K ﹤0.01%
78
386
$3.1K ﹤0.01%
320
387
$2.87K ﹤0.01%
36
+1
388
$2.72K ﹤0.01%
34
389
$2.72K ﹤0.01%
57
+1
390
$2.69K ﹤0.01%
6
391
$2.67K ﹤0.01%
51
392
$2.51K ﹤0.01%
36
393
$2.43K ﹤0.01%
34
394
$2.42K ﹤0.01%
90
395
$2.28K ﹤0.01%
64
-475
396
$2.03K ﹤0.01%
210
-540
397
$1.74K ﹤0.01%
33
398
$1.68K ﹤0.01%
7
399
$1.63K ﹤0.01%
40
400
$1.62K ﹤0.01%
31
14 15
16
17 18