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
$1.74B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.93M
3
+$2.86M
4
COIN icon
Coinbase
COIN
+$2.57M
5
A icon
Agilent Technologies
A
+$2.4M

Top Sells

1
+$12.6M
2
+$6.6M
3
+$5.33M
4
T icon
AT&T
T
+$3.63M
5
SHEL icon
Shell
SHEL
+$3.52M

Sector Composition

1 Technology 27.81%
2 Healthcare 14.32%
3 Consumer Discretionary 12.76%
4 Financials 11.23%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19K ﹤0.01%
328
402
$19K ﹤0.01%
250
403
$18K ﹤0.01%
187
404
$18K ﹤0.01%
1,010
405
$18K ﹤0.01%
105
+99
406
$18K ﹤0.01%
150
407
$18K ﹤0.01%
530
408
$18K ﹤0.01%
75
409
$18K ﹤0.01%
800
410
$17K ﹤0.01%
175
-80
411
$17K ﹤0.01%
77
412
$16K ﹤0.01%
+124
413
$15K ﹤0.01%
473
414
$15K ﹤0.01%
330
415
$15K ﹤0.01%
84
416
$15K ﹤0.01%
500
417
$15K ﹤0.01%
708
-141
418
$15K ﹤0.01%
75
419
$14K ﹤0.01%
127
420
$14K ﹤0.01%
+243
421
$14K ﹤0.01%
1,240
422
$14K ﹤0.01%
69
423
$14K ﹤0.01%
250
-260
424
$13K ﹤0.01%
136
425
$13K ﹤0.01%
1,303
-145
15 16
17
18 19