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
$1.74B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.93M
3
+$2.86M
4
COIN icon
Coinbase
COIN
+$2.57M
5
A icon
Agilent Technologies
A
+$2.4M

Top Sells

1
+$12.6M
2
+$6.6M
3
+$5.33M
4
T icon
AT&T
T
+$3.63M
5
SHEL icon
Shell
SHEL
+$3.52M

Sector Composition

1 Technology 27.81%
2 Healthcare 14.32%
3 Consumer Discretionary 12.76%
4 Financials 11.23%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
153
452
$7K ﹤0.01%
+187
453
$7K ﹤0.01%
+74
454
$7K ﹤0.01%
22
455
$7K ﹤0.01%
+310
456
$6K ﹤0.01%
90
457
$6K ﹤0.01%
36
458
$6K ﹤0.01%
64
459
$6K ﹤0.01%
80
460
$6K ﹤0.01%
15
461
$5K ﹤0.01%
19
462
$5K ﹤0.01%
125
463
$5K ﹤0.01%
100
464
$5K ﹤0.01%
80
465
$5K ﹤0.01%
+77
466
$5K ﹤0.01%
92
467
$5K ﹤0.01%
152
468
$5K ﹤0.01%
195
469
$4K ﹤0.01%
43
470
$4K ﹤0.01%
45
471
$4K ﹤0.01%
30
472
$4K ﹤0.01%
15
473
$4K ﹤0.01%
+514
474
$4K ﹤0.01%
156
475
$4K ﹤0.01%
1,000
17 18
19
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