LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
1-Year Return
27.02%
This Quarter Return
-13.51%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$1.74B
AUM Growth
-$329M
(-16%)
Cap. Flow
-$9.99M
Cap. Flow
% of AUM
-0.57%
Top 10 Holdings %
Top 10 Hldgs %
24.33%
Holding
551
New
21
Increased
138
Reduced
112
Closed
17
Top Buys
| 1 |
United Parcel Service
UPS
|
+$10.1M |
| 2 |
LPL Financial
LPLA
|
+$5.93M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$2.86M |
| 4 |
Coinbase
COIN
|
+$2.57M |
| 5 |
Agilent Technologies
A
|
+$2.4M |
Top Sells
| 1 |
RTX Corp
RTX
|
+$12.6M |
| 2 |
Apple
AAPL
|
+$6.6M |
| 3 |
Chevron
CVX
|
+$5.33M |
| 4 |
AT&T
T
|
+$3.63M |
| 5 |
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% |
