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
$1.67B
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.78M
3
+$2.34M
4
MAR icon
Marriott International
MAR
+$2.24M
5
LLY icon
Eli Lilly
LLY
+$1.44M

Top Sells

1
+$3.56M
2
+$3.2M
3
+$2.72M
4
TTEC icon
TTEC Holdings
TTEC
+$1.94M
5
NVDA icon
NVIDIA
NVDA
+$1.92M

Sector Composition

1 Technology 28.25%
2 Consumer Discretionary 13.65%
3 Healthcare 13.58%
4 Financials 11.07%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
47
+42
427
$10K ﹤0.01%
334
428
$10K ﹤0.01%
266
-11,678
429
$9K ﹤0.01%
66
-175
430
$9K ﹤0.01%
100
431
$9K ﹤0.01%
320
-16
432
$9K ﹤0.01%
+42
433
$9K ﹤0.01%
25
434
$9K ﹤0.01%
459
-249
435
$8K ﹤0.01%
979
-324
436
$8K ﹤0.01%
34
437
$8K ﹤0.01%
250
438
$8K ﹤0.01%
1,174
-62
439
$7K ﹤0.01%
310
440
$7K ﹤0.01%
85
441
$6K ﹤0.01%
90
442
$6K ﹤0.01%
100
443
$6K ﹤0.01%
187
444
$6K ﹤0.01%
74
445
$5K ﹤0.01%
125
446
$5K ﹤0.01%
100
447
$5K ﹤0.01%
+30
448
$5K ﹤0.01%
30
-45
449
$5K ﹤0.01%
+70
450
$4K ﹤0.01%
45
16 17
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