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
$2.15B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.34M
3
+$3.26M
4
RHI icon
Robert Half
RHI
+$2.05M
5
V icon
Visa
V
+$1.29M

Top Sells

1
+$15M
2
+$4.94M
3
+$2.93M
4
ACN icon
Accenture
ACN
+$1.74M
5
STT icon
State Street
STT
+$1.6M

Sector Composition

1 Technology 27.57%
2 Consumer Discretionary 15.22%
3 Healthcare 12.45%
4 Financials 10.81%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$27K ﹤0.01%
+536
402
$27K ﹤0.01%
+828
403
$27K ﹤0.01%
404
404
$26K ﹤0.01%
275
405
$26K ﹤0.01%
500
406
$25K ﹤0.01%
300
407
$24K ﹤0.01%
+210
408
$24K ﹤0.01%
949
409
$24K ﹤0.01%
160
+10
410
$24K ﹤0.01%
357
411
$23K ﹤0.01%
167
-74
412
$23K ﹤0.01%
885
-108
413
$22K ﹤0.01%
201
414
$22K ﹤0.01%
441
-197
415
$22K ﹤0.01%
+72
416
$21K ﹤0.01%
122
+108
417
$20K ﹤0.01%
+140
418
$20K ﹤0.01%
+1,010
419
$19K ﹤0.01%
+525
420
$19K ﹤0.01%
+176
421
$19K ﹤0.01%
255
422
$19K ﹤0.01%
+104
423
$19K ﹤0.01%
500
424
$18K ﹤0.01%
+330
425
$18K ﹤0.01%
83
+5
15 16
17
18 19