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
$2.43B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$3.57M
3
+$2.19M
4
SN icon
SharkNinja
SN
+$2.18M
5
CASY icon
Casey's General Stores
CASY
+$2.05M

Top Sells

1
+$7.79M
2
+$5.79M
3
+$3.5M
4
FND icon
Floor & Decor
FND
+$3.04M
5
BR icon
Broadridge
BR
+$2.88M

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 13.55%
3 Industrials 12.05%
4 Healthcare 11.16%
5 Communication Services 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5.12K ﹤0.01%
17
427
$4.99K ﹤0.01%
65
428
$4.83K ﹤0.01%
300
429
$4.62K ﹤0.01%
45
430
$4.51K ﹤0.01%
320
431
$4.47K ﹤0.01%
15
432
$4.43K ﹤0.01%
90
433
$4.18K ﹤0.01%
50
434
$3.81K ﹤0.01%
24
435
$3.54K ﹤0.01%
7
436
$3.46K ﹤0.01%
14
437
$3.44K ﹤0.01%
25
438
$3.36K ﹤0.01%
38
439
$3.33K ﹤0.01%
40
440
$3.06K ﹤0.01%
500
441
$2.75K ﹤0.01%
32
442
$2.63K ﹤0.01%
86
443
$2.33K ﹤0.01%
35
444
$2.11K ﹤0.01%
34
445
$1.73K ﹤0.01%
36
446
$1.57K ﹤0.01%
+30
447
$1.55K ﹤0.01%
15
448
$1.49K ﹤0.01%
50
449
$1.48K ﹤0.01%
12
450
$1.46K ﹤0.01%
10
16 17
18
19 20