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
$2.09B
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.86M
3
+$2.28M
4
GSK icon
GSK
GSK
+$2.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.24M

Top Sells

1
+$5.82M
2
+$5.75M
3
+$5.47M
4
CSX icon
CSX Corp
CSX
+$4.67M
5
AVGO icon
Broadcom
AVGO
+$4.19M

Sector Composition

1 Technology 28.27%
2 Consumer Discretionary 13.11%
3 Healthcare 12.24%
4 Industrials 11.79%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11.8K ﹤0.01%
34
402
$11.5K ﹤0.01%
360
403
$11.3K ﹤0.01%
99
404
$10.9K ﹤0.01%
100
405
$9.83K ﹤0.01%
334
406
$8.21K ﹤0.01%
225
-300
407
$8.09K ﹤0.01%
100
408
$8.01K ﹤0.01%
603
-23
409
$7.14K ﹤0.01%
310
410
$6.91K ﹤0.01%
320
411
$6.81K ﹤0.01%
187
412
$6.76K ﹤0.01%
125
413
$6.75K ﹤0.01%
30
414
$6.53K ﹤0.01%
74
415
$6.52K ﹤0.01%
17
416
$6.3K ﹤0.01%
85
417
$6.01K ﹤0.01%
90
418
$5.87K ﹤0.01%
20
419
$5.33K ﹤0.01%
37
420
$4.86K ﹤0.01%
9
421
$4.84K ﹤0.01%
40
-5,343
422
$4.57K ﹤0.01%
30
423
$4.49K ﹤0.01%
15
-35
424
$4.44K ﹤0.01%
55
425
$4.02K ﹤0.01%
9
15 16
17
18 19