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
$1.94B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$9.01M
3
+$7.63M
4
MSFT icon
Microsoft
MSFT
+$7.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.24M

Top Sells

1
+$4.34M
2
+$4.08M
3
+$2.44M
4
TFC icon
Truist Financial
TFC
+$1.74M
5
RHI icon
Robert Half
RHI
+$1.65M

Sector Composition

1 Technology 25.51%
2 Healthcare 14.07%
3 Consumer Discretionary 12.42%
4 Industrials 11.48%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6.63K ﹤0.01%
80
-80
452
$6.55K ﹤0.01%
100
453
$6.28K ﹤0.01%
51
454
$5.98K ﹤0.01%
+30
455
$5.95K ﹤0.01%
273
-186
456
$5.91K ﹤0.01%
90
457
$5.78K ﹤0.01%
125
458
$5.48K ﹤0.01%
+35
459
$5.17K ﹤0.01%
30
460
$5.15K ﹤0.01%
20
461
$5.05K ﹤0.01%
+65
462
$4.95K ﹤0.01%
152
463
$4.61K ﹤0.01%
9
464
$4.5K ﹤0.01%
30
465
$4.27K ﹤0.01%
45
466
$4.11K ﹤0.01%
24
467
$4.1K ﹤0.01%
55
468
$4.07K ﹤0.01%
30
469
$4.01K ﹤0.01%
17
470
$4K ﹤0.01%
37
-1,589
471
$3.6K ﹤0.01%
+71
472
$3.54K ﹤0.01%
29
473
$3.48K ﹤0.01%
280
474
$3.31K ﹤0.01%
19
475
$3.18K ﹤0.01%
9
17 18
19
20 21