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
-$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.64M
3
+$8.36M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$8.2M
5
ZBRA icon
Zebra Technologies
ZBRA
+$6.34M

Top Sells

1
+$19.7M
2
+$9.79M
3
+$9.09M
4
HD icon
Home Depot
HD
+$7.62M
5
ADBE icon
Adobe
ADBE
+$4.08M

Sector Composition

1 Technology 27.86%
2 Consumer Discretionary 15.33%
3 Healthcare 12.73%
4 Financials 11.17%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$29K ﹤0.01%
398
402
$28K ﹤0.01%
500
403
$28K ﹤0.01%
600
404
$28K ﹤0.01%
450
405
$28K ﹤0.01%
75
406
$27K ﹤0.01%
300
407
$27K ﹤0.01%
949
408
$27K ﹤0.01%
536
409
$27K ﹤0.01%
1,000
410
$25K ﹤0.01%
160
411
$25K ﹤0.01%
354
412
$24K ﹤0.01%
210
413
$24K ﹤0.01%
190
414
$23K ﹤0.01%
885
415
$23K ﹤0.01%
404
416
$22K ﹤0.01%
167
417
$22K ﹤0.01%
441
418
$22K ﹤0.01%
77
+34
419
$21K ﹤0.01%
140
420
$21K ﹤0.01%
1,010
421
$21K ﹤0.01%
80
+40
422
$20K ﹤0.01%
525
423
$19K ﹤0.01%
127
424
$19K ﹤0.01%
100
425
$18K ﹤0.01%
201
15 16
17
18 19