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
$1.94B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$9.01M
3
+$7.63M
4
MSFT icon
Microsoft
MSFT
+$7.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.24M

Top Sells

1
+$4.34M
2
+$4.08M
3
+$2.44M
4
TFC icon
Truist Financial
TFC
+$1.74M
5
RHI icon
Robert Half
RHI
+$1.65M

Sector Composition

1 Technology 25.51%
2 Healthcare 14.07%
3 Consumer Discretionary 12.42%
4 Industrials 11.48%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13.1K ﹤0.01%
1,240
427
$12.8K ﹤0.01%
+267
428
$12.5K ﹤0.01%
360
-370
429
$12.4K ﹤0.01%
124
430
$12.3K ﹤0.01%
120
431
$11K ﹤0.01%
+450
432
$10.8K ﹤0.01%
25
433
$10.2K ﹤0.01%
17
-150
434
$10.1K ﹤0.01%
50
+34
435
$10K ﹤0.01%
899
-80
436
$9.81K ﹤0.01%
47
437
$9.81K ﹤0.01%
334
438
$9.65K ﹤0.01%
+220
439
$9.47K ﹤0.01%
34
440
$9.32K ﹤0.01%
1,174
441
$9.3K ﹤0.01%
100
442
$8.71K ﹤0.01%
27
-96
443
$8.39K ﹤0.01%
310
444
$8.09K ﹤0.01%
320
445
$8.02K ﹤0.01%
+430
446
$7.71K ﹤0.01%
3,200
447
$7.63K ﹤0.01%
250
448
$7.52K ﹤0.01%
85
449
$7.36K ﹤0.01%
74
450
$7.23K ﹤0.01%
187
16 17
18
19 20