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
$1.67B
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.78M
3
+$2.34M
4
MAR icon
Marriott International
MAR
+$2.24M
5
LLY icon
Eli Lilly
LLY
+$1.44M

Top Sells

1
+$3.56M
2
+$3.2M
3
+$2.72M
4
TTEC icon
TTEC Holdings
TTEC
+$1.94M
5
NVDA icon
NVIDIA
NVDA
+$1.92M

Sector Composition

1 Technology 28.25%
2 Consumer Discretionary 13.65%
3 Healthcare 13.58%
4 Financials 11.07%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16K ﹤0.01%
328
402
$16K ﹤0.01%
800
403
$15K ﹤0.01%
167
-20
404
$15K ﹤0.01%
175
405
$15K ﹤0.01%
330
406
$15K ﹤0.01%
75
407
$14K ﹤0.01%
99
-6
408
$14K ﹤0.01%
+200
409
$14K ﹤0.01%
51
410
$13K ﹤0.01%
100
-48
411
$13K ﹤0.01%
1,240
412
$13K ﹤0.01%
250
413
$13K ﹤0.01%
250
414
$12K ﹤0.01%
50
+35
415
$12K ﹤0.01%
243
416
$12K ﹤0.01%
473
417
$12K ﹤0.01%
124
418
$11K ﹤0.01%
+100
419
$11K ﹤0.01%
60
420
$11K ﹤0.01%
120
-16
421
$11K ﹤0.01%
162
422
$11K ﹤0.01%
+160
423
$11K ﹤0.01%
+102
424
$10K ﹤0.01%
127
425
$10K ﹤0.01%
+49
15 16
17
18 19