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
$2.15B
AUM Growth
-$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$9.64M
3 +$8.36M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$8.2M
5
ZBRA icon
Zebra Technologies
ZBRA
+$6.34M

Top Sells

1 +$19.7M
2 +$9.79M
3 +$9.09M
4
HD icon
Home Depot
HD
+$7.62M
5
ADBE icon
Adobe
ADBE
+$4.08M

Sector Composition

1 Technology 27.86%
2 Consumer Discretionary 15.33%
3 Healthcare 12.73%
4 Financials 11.17%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$12K ﹤0.01%
+250
452
$12K ﹤0.01%
135
453
$12K ﹤0.01%
106
454
$11K ﹤0.01%
+54
455
$11K ﹤0.01%
175
-80
456
$11K ﹤0.01%
135
457
$11K ﹤0.01%
142
458
$10K ﹤0.01%
250
459
$10K ﹤0.01%
334
460
$9K ﹤0.01%
85
461
$9K ﹤0.01%
225
462
$9K ﹤0.01%
70
463
$9K ﹤0.01%
18
464
$8K ﹤0.01%
1,174
465
$8K ﹤0.01%
95
466
$8K ﹤0.01%
330
467
$7K ﹤0.01%
43
468
$7K ﹤0.01%
112
469
$7K ﹤0.01%
64
470
$7K ﹤0.01%
103
471
$7K ﹤0.01%
34
472
$7K ﹤0.01%
17
473
$7K ﹤0.01%
29
474
$7K ﹤0.01%
203
475
$6K ﹤0.01%
90