LCM

Logan Capital Management Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.02%
This Quarter Est. Return
1 Year Est. Return
+27.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$8.5M
2 +$4.62M
3 +$3.82M
4
CL icon
Colgate-Palmolive
CL
+$2.77M
5
LOGI icon
Logitech
LOGI
+$2.73M

Top Sells

1 +$5.78M
2 +$4.87M
3 +$4.57M
4
MS icon
Morgan Stanley
MS
+$2.71M
5
ZTS icon
Zoetis
ZTS
+$2.49M

Sector Composition

1 Technology 28.29%
2 Consumer Discretionary 13.56%
3 Industrials 11.3%
4 Healthcare 11.04%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7.84K ﹤0.01%
206
+2
402
$7.78K ﹤0.01%
37
403
$7.68K ﹤0.01%
4,000
404
$7.39K ﹤0.01%
9
405
$7.24K ﹤0.01%
73
406
$7.14K ﹤0.01%
85
407
$5.7K ﹤0.01%
67
+1
408
$5.62K ﹤0.01%
17
409
$5.25K ﹤0.01%
30
410
$4.96K ﹤0.01%
27
411
$4.91K ﹤0.01%
300
412
$4.51K ﹤0.01%
65
+1
413
$4.31K ﹤0.01%
280
414
$4K ﹤0.01%
320
415
$3.95K ﹤0.01%
45
416
$3.89K ﹤0.01%
90
417
$3.87K ﹤0.01%
15
418
$3.84K ﹤0.01%
50
419
$3.67K ﹤0.01%
14
420
$3.47K ﹤0.01%
84
421
$3.46K ﹤0.01%
38
422
$3.41K ﹤0.01%
7
423
$3.28K ﹤0.01%
24
424
$3.13K ﹤0.01%
40
425
$3.08K ﹤0.01%
25