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
$1.74B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.93M
3
+$2.86M
4
COIN icon
Coinbase
COIN
+$2.57M
5
A icon
Agilent Technologies
A
+$2.4M

Top Sells

1
+$12.6M
2
+$6.6M
3
+$5.33M
4
T icon
AT&T
T
+$3.63M
5
SHEL icon
Shell
SHEL
+$3.52M

Sector Composition

1 Technology 27.81%
2 Healthcare 14.32%
3 Consumer Discretionary 12.76%
4 Financials 11.23%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13K ﹤0.01%
162
427
$13K ﹤0.01%
172
428
$12K ﹤0.01%
250
429
$12K ﹤0.01%
55
430
$11K ﹤0.01%
28
431
$11K ﹤0.01%
1,236
-28,077
432
$11K ﹤0.01%
51
433
$11K ﹤0.01%
126
434
$11K ﹤0.01%
3,200
435
$10K ﹤0.01%
63
436
$10K ﹤0.01%
100
437
$10K ﹤0.01%
60
438
$10K ﹤0.01%
343
439
$10K ﹤0.01%
25
440
$10K ﹤0.01%
334
441
$9K ﹤0.01%
123
442
$9K ﹤0.01%
+336
443
$9K ﹤0.01%
108
444
$9K ﹤0.01%
34
445
$8K ﹤0.01%
250
446
$8K ﹤0.01%
150
447
$8K ﹤0.01%
124
448
$8K ﹤0.01%
85
449
$8K ﹤0.01%
100
450
$8K ﹤0.01%
26
16 17
18
19 20