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
$1.94B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$9.01M
3 +$7.63M
4
MSFT icon
Microsoft
MSFT
+$7.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.24M

Top Sells

1 +$4.34M
2 +$4.08M
3 +$2.44M
4
TFC icon
Truist Financial
TFC
+$1.74M
5
RHI icon
Robert Half
RHI
+$1.65M

Sector Composition

1 Technology 25.51%
2 Healthcare 14.07%
3 Consumer Discretionary 12.42%
4 Industrials 11.48%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$20.3K ﹤0.01%
150
402
$20.1K ﹤0.01%
2,150
403
$19.3K ﹤0.01%
250
404
$18.7K ﹤0.01%
75
405
$18.7K ﹤0.01%
1,010
406
$18.6K ﹤0.01%
147
+45
407
$18.6K ﹤0.01%
+630
408
$17.6K ﹤0.01%
167
409
$17.3K ﹤0.01%
949
410
$16.9K ﹤0.01%
+700
411
$16.7K ﹤0.01%
175
412
$16.4K ﹤0.01%
250
413
$16.3K ﹤0.01%
525
414
$16K ﹤0.01%
330
415
$15.6K ﹤0.01%
500
416
$15.5K ﹤0.01%
200
417
$15.4K ﹤0.01%
800
418
$15.4K ﹤0.01%
50
419
$15.2K ﹤0.01%
100
420
$15.1K ﹤0.01%
243
421
$14.6K ﹤0.01%
969
-678
422
$14.5K ﹤0.01%
473
423
$14.4K ﹤0.01%
60
424
$13.8K ﹤0.01%
250
425
$13.4K ﹤0.01%
99