LCM

Logan Capital Management Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.02%
This Quarter Est. Return
1 Year Est. Return
+27.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$4.62M
3
+$3.82M
4
CL icon
Colgate-Palmolive
CL
+$2.77M
5
LOGI icon
Logitech
LOGI
+$2.73M

Top Sells

1
+$5.78M
2
+$4.87M
3
+$4.57M
4
MS icon
Morgan Stanley
MS
+$2.71M
5
ZTS icon
Zoetis
ZTS
+$2.49M

Sector Composition

1 Technology 28.29%
2 Consumer Discretionary 13.56%
3 Industrials 11.3%
4 Healthcare 11.04%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.67K ﹤0.01%
28
427
$2.3K ﹤0.01%
22
428
$2.19K ﹤0.01%
32
429
$2.12K ﹤0.01%
86
430
$1.9K ﹤0.01%
35
431
$1.85K ﹤0.01%
31
432
$1.8K ﹤0.01%
500
433
$1.72K ﹤0.01%
50
434
$1.63K ﹤0.01%
34
435
$1.51K ﹤0.01%
+12
436
$1.49K ﹤0.01%
59
-3,000
437
$1.49K ﹤0.01%
36
438
$1.38K ﹤0.01%
10
439
$1.35K ﹤0.01%
+25
440
$1.34K ﹤0.01%
+15
441
$1.2K ﹤0.01%
4
442
$1.15K ﹤0.01%
5
443
$1.09K ﹤0.01%
+8
444
$1.06K ﹤0.01%
8
445
$1.04K ﹤0.01%
28
446
$1.04K ﹤0.01%
90
+1
447
$945 ﹤0.01%
22
+1
448
$877 ﹤0.01%
16
449
$860 ﹤0.01%
9
450
$807 ﹤0.01%
9
15 16 17
18
19