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
$2.34B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.76M
3
+$3.44M
4
TGT icon
Target
TGT
+$3.33M
5
UPS icon
United Parcel Service
UPS
+$3.17M

Top Sells

1
+$10.4M
2
+$7.66M
3
+$7.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.68M
5
AAPL icon
Apple
AAPL
+$6.07M

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 14.73%
3 Industrials 12.51%
4 Healthcare 11.54%
5 Financials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9.04K ﹤0.01%
23
-6
402
$8.56K ﹤0.01%
125
403
$8.45K ﹤0.01%
81
-44
404
$7.56K ﹤0.01%
85
405
$7.53K ﹤0.01%
204
+2
406
$7.45K ﹤0.01%
73
+1
407
$7.02K ﹤0.01%
225
408
$6.75K ﹤0.01%
17
409
$6.23K ﹤0.01%
37
410
$6.1K ﹤0.01%
9
411
$5.62K ﹤0.01%
54
-6,380
412
$5.42K ﹤0.01%
66
413
$4.99K ﹤0.01%
27
414
$4.95K ﹤0.01%
300
-1,850
415
$4.83K ﹤0.01%
30
416
$4.66K ﹤0.01%
+300
417
$4.65K ﹤0.01%
90
418
$4.53K ﹤0.01%
88
419
$4.52K ﹤0.01%
64
420
$4.25K ﹤0.01%
320
421
$4.14K ﹤0.01%
280
422
$4K ﹤0.01%
40
423
$3.88K ﹤0.01%
45
424
$3.8K ﹤0.01%
50
+1
425
$3.78K ﹤0.01%
7
15 16
17
18 19