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
$2.34B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.76M
3
+$3.44M
4
TGT icon
Target
TGT
+$3.33M
5
UPS icon
United Parcel Service
UPS
+$3.17M

Top Sells

1
+$10.4M
2
+$7.66M
3
+$7.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.68M
5
AAPL icon
Apple
AAPL
+$6.07M

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 14.73%
3 Industrials 12.51%
4 Healthcare 11.54%
5 Financials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.75K ﹤0.01%
24
427
$3.63K ﹤0.01%
15
428
$3.55K ﹤0.01%
76
+2
429
$3.5K ﹤0.01%
126
430
$3.18K ﹤0.01%
25
431
$3.17K ﹤0.01%
14
432
$2.48K ﹤0.01%
28
433
$2.28K ﹤0.01%
35
-48,770
434
$2.07K ﹤0.01%
22
435
$2.05K ﹤0.01%
+86
436
$1.98K ﹤0.01%
32
437
$1.93K ﹤0.01%
31
438
$1.8K ﹤0.01%
500
439
$1.74K ﹤0.01%
34
-6,749
440
$1.65K ﹤0.01%
50
441
$1.56K ﹤0.01%
36
442
$1.5K ﹤0.01%
+99
443
$1.38K ﹤0.01%
10
444
$1.16K ﹤0.01%
4
445
$1.12K ﹤0.01%
28
446
$1.09K ﹤0.01%
5
447
$1.06K ﹤0.01%
8
448
$1.06K ﹤0.01%
89
+1
449
$905 ﹤0.01%
21
450
$873 ﹤0.01%
16
16 17
18
19 20