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
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$3.87M
3
+$3.62M
4
LOGI icon
Logitech
LOGI
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M

Top Sells

1
+$11.3M
2
+$5.19M
3
+$5.17M
4
PG icon
Procter & Gamble
PG
+$4.31M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 27.12%
2 Consumer Discretionary 14.23%
3 Industrials 11.97%
4 Healthcare 11.55%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13.5K ﹤0.01%
935
402
$13.1K ﹤0.01%
100
403
$13.1K ﹤0.01%
+27
404
$13K ﹤0.01%
360
405
$12.7K ﹤0.01%
201
406
$12.4K ﹤0.01%
4,000
407
$12.2K ﹤0.01%
55
408
$11.8K ﹤0.01%
570
-17
409
$11.8K ﹤0.01%
125
410
$11.3K ﹤0.01%
29
-5
411
$9.95K ﹤0.01%
334
412
$9.85K ﹤0.01%
+186
413
$9.58K ﹤0.01%
70
+51
414
$9.41K ﹤0.01%
+170
415
$9.02K ﹤0.01%
100
416
$8.18K ﹤0.01%
70
-380
417
$7.73K ﹤0.01%
+237
418
$7.31K ﹤0.01%
+150
419
$7.23K ﹤0.01%
125
420
$7.17K ﹤0.01%
85
421
$7.08K ﹤0.01%
225
422
$7.08K ﹤0.01%
37
423
$6.68K ﹤0.01%
+72
424
$6.54K ﹤0.01%
12
-13
425
$6.52K ﹤0.01%
+158
15 16
17
18 19