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
$2.15B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$3.87M
3
+$3.62M
4
LOGI icon
Logitech
LOGI
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M

Top Sells

1
+$11.3M
2
+$5.19M
3
+$5.17M
4
PG icon
Procter & Gamble
PG
+$4.31M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 27.12%
2 Consumer Discretionary 14.23%
3 Industrials 11.97%
4 Healthcare 11.55%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6.48K ﹤0.01%
+202
427
$6.09K ﹤0.01%
+197
428
$6.06K ﹤0.01%
320
429
$6.01K ﹤0.01%
17
430
$5.68K ﹤0.01%
9
431
$5.14K ﹤0.01%
90
432
$5.12K ﹤0.01%
30
433
$4.84K ﹤0.01%
+27
434
$4.81K ﹤0.01%
+66
435
$4.44K ﹤0.01%
+88
436
$4.42K ﹤0.01%
+64
437
$4.18K ﹤0.01%
+150
438
$4.11K ﹤0.01%
15
439
$4K ﹤0.01%
280
440
$3.94K ﹤0.01%
+99
441
$3.88K ﹤0.01%
7
442
$3.82K ﹤0.01%
24
443
$3.79K ﹤0.01%
40
444
$3.65K ﹤0.01%
45
445
$3.56K ﹤0.01%
+49
446
$3.35K ﹤0.01%
126
447
$3.13K ﹤0.01%
10
-10
448
$3.13K ﹤0.01%
+37
449
$2.87K ﹤0.01%
+25
450
$2.46K ﹤0.01%
+14
16 17
18
19 20