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
$2.07B
AUM Growth
-$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.96M
3
+$6.35M
4
T icon
AT&T
T
+$3.76M
5
A icon
Agilent Technologies
A
+$3.33M

Top Sells

1
+$15.9M
2
+$8.74M
3
+$5.49M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.78M
5
AAPL icon
Apple
AAPL
+$3.53M

Sector Composition

1 Technology 29.14%
2 Consumer Discretionary 13.67%
3 Healthcare 13.01%
4 Financials 10.66%
5 Industrials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8K ﹤0.01%
1,000
452
$8K ﹤0.01%
22
453
$8K ﹤0.01%
15
-23
454
$7K ﹤0.01%
43
455
$7K ﹤0.01%
36
456
$7K ﹤0.01%
100
457
$7K ﹤0.01%
64
458
$7K ﹤0.01%
34
459
$7K ﹤0.01%
80
460
$6K ﹤0.01%
19
461
$6K ﹤0.01%
90
462
$6K ﹤0.01%
125
463
$6K ﹤0.01%
22
464
$6K ﹤0.01%
87
465
$6K ﹤0.01%
219
466
$6K ﹤0.01%
152
467
$6K ﹤0.01%
195
468
$5K ﹤0.01%
156
469
$5K ﹤0.01%
9
470
$5K ﹤0.01%
+55
471
$5K ﹤0.01%
92
472
$5K ﹤0.01%
65
-11
473
$5K ﹤0.01%
206
+73
474
$5K ﹤0.01%
51
+18
475
$5K ﹤0.01%
45
17 18
19
20 21