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
$1.67B
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.78M
3
+$2.34M
4
MAR icon
Marriott International
MAR
+$2.24M
5
LLY icon
Eli Lilly
LLY
+$1.44M

Top Sells

1
+$3.56M
2
+$3.2M
3
+$2.72M
4
TTEC icon
TTEC Holdings
TTEC
+$1.94M
5
NVDA icon
NVIDIA
NVDA
+$1.92M

Sector Composition

1 Technology 28.25%
2 Consumer Discretionary 13.65%
3 Healthcare 13.58%
4 Financials 11.07%
5 Industrials 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
30
452
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453
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280
458
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3,200
461
$3K ﹤0.01%
16
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25
464
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465
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$3K ﹤0.01%
15
467
$3K ﹤0.01%
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$2K ﹤0.01%
40
469
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24
470
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$2K ﹤0.01%
36
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7
473
$2K ﹤0.01%
55
474
$2K ﹤0.01%
31
+1
475
$2K ﹤0.01%
12
17 18
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