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
$2.43B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1 +$7.91M
2 +$3.57M
3 +$2.19M
4
SN icon
SharkNinja
SN
+$2.18M
5
CASY icon
Casey's General Stores
CASY
+$2.05M

Top Sells

1 +$7.79M
2 +$5.79M
3 +$3.5M
4
FND icon
Floor & Decor
FND
+$3.04M
5
BR icon
Broadridge
BR
+$2.88M

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 13.55%
3 Industrials 12.05%
4 Healthcare 11.16%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9.88K ﹤0.01%
430
402
$9.75K ﹤0.01%
36
403
$9.61K ﹤0.01%
473
404
$8.7K ﹤0.01%
129
405
$8.48K ﹤0.01%
81
406
$8.38K ﹤0.01%
500
407
$8.32K ﹤0.01%
9
408
$8.02K ﹤0.01%
73
409
$7.77K ﹤0.01%
37
410
$7.67K ﹤0.01%
208
+2
411
$7.65K ﹤0.01%
85
412
$7K ﹤0.01%
+155
413
$6.33K ﹤0.01%
+248
414
$6.33K ﹤0.01%
+304
415
$6.32K ﹤0.01%
+269
416
$6.32K ﹤0.01%
+286
417
$6.32K ﹤0.01%
+279
418
$6.31K ﹤0.01%
+269
419
$6.19K ﹤0.01%
38
-158
420
$6.03K ﹤0.01%
67
421
$6.02K ﹤0.01%
+1,181
422
$5.76K ﹤0.01%
4,000
423
$5.45K ﹤0.01%
27
424
$5.39K ﹤0.01%
30
425
$5.21K ﹤0.01%
280