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
$2.09B
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.86M
3
+$2.28M
4
GSK icon
GSK
GSK
+$2.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.24M

Top Sells

1
+$5.82M
2
+$5.75M
3
+$5.47M
4
CSX icon
CSX Corp
CSX
+$4.67M
5
AVGO icon
Broadcom
AVGO
+$4.19M

Sector Composition

1 Technology 28.27%
2 Consumer Discretionary 13.11%
3 Healthcare 12.24%
4 Industrials 11.79%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.02K ﹤0.01%
24
427
$3.79K ﹤0.01%
45
428
$3.73K ﹤0.01%
33
-87
429
$3.52K ﹤0.01%
7
430
$3.51K ﹤0.01%
29
431
$3.44K ﹤0.01%
19
432
$3.38K ﹤0.01%
16
433
$3.3K ﹤0.01%
280
434
$3.29K ﹤0.01%
55
435
$3.28K ﹤0.01%
15
436
$3.27K ﹤0.01%
30
437
$3.26K ﹤0.01%
12
438
$2.81K ﹤0.01%
126
439
$2.78K ﹤0.01%
24
440
$2.63K ﹤0.01%
+57
441
$2.63K ﹤0.01%
65
442
$2.61K ﹤0.01%
34
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$2.52K ﹤0.01%
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$2.43K ﹤0.01%
20
445
$2.33K ﹤0.01%
40
446
$2.25K ﹤0.01%
13
-635
447
$2.08K ﹤0.01%
5
-22
448
$2.02K ﹤0.01%
87
449
$1.94K ﹤0.01%
16
450
$1.75K ﹤0.01%
500
-500
16 17
18
19 20