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
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.34M
3
+$3.26M
4
RHI icon
Robert Half
RHI
+$2.05M
5
V icon
Visa
V
+$1.29M

Top Sells

1
+$15M
2
+$4.94M
3
+$2.93M
4
ACN icon
Accenture
ACN
+$1.74M
5
STT icon
State Street
STT
+$1.6M

Sector Composition

1 Technology 27.57%
2 Consumer Discretionary 15.22%
3 Healthcare 12.45%
4 Financials 10.81%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$18K ﹤0.01%
800
+400
427
$17K ﹤0.01%
149
+1
428
$17K ﹤0.01%
307
-199
429
$17K ﹤0.01%
+100
430
$16K ﹤0.01%
473
-134
431
$16K ﹤0.01%
205
432
$16K ﹤0.01%
292
433
$15K ﹤0.01%
155
434
$15K ﹤0.01%
+327
435
$15K ﹤0.01%
100
436
$15K ﹤0.01%
250
437
$15K ﹤0.01%
+343
438
$14K ﹤0.01%
129
439
$14K ﹤0.01%
109
+108
440
$14K ﹤0.01%
106
441
$14K ﹤0.01%
+266
442
$14K ﹤0.01%
142
443
$13K ﹤0.01%
102
444
$13K ﹤0.01%
135
445
$12K ﹤0.01%
+43
446
$12K ﹤0.01%
18
447
$11K ﹤0.01%
+40
448
$11K ﹤0.01%
135
+35
449
$11K ﹤0.01%
272
-300
450
$10K ﹤0.01%
1,174
16 17
18
19 20