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
$2.09B
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.86M
3
+$2.28M
4
GSK icon
GSK
GSK
+$2.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.24M

Top Sells

1
+$5.82M
2
+$5.75M
3
+$5.47M
4
CSX icon
CSX Corp
CSX
+$4.67M
5
AVGO icon
Broadcom
AVGO
+$4.19M

Sector Composition

1 Technology 28.27%
2 Consumer Discretionary 13.11%
3 Healthcare 12.24%
4 Industrials 11.79%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.73K ﹤0.01%
17
452
$1.7K ﹤0.01%
10
453
$1.59K ﹤0.01%
18
454
$1.55K ﹤0.01%
9
455
$1.53K ﹤0.01%
31
456
$1.47K ﹤0.01%
50
457
$1.47K ﹤0.01%
4
458
$1.43K ﹤0.01%
25
459
$1.39K ﹤0.01%
27
460
$1.38K ﹤0.01%
22
461
$1.37K ﹤0.01%
38
462
$1.35K ﹤0.01%
4
463
$1.32K ﹤0.01%
45
464
$1.3K ﹤0.01%
73
465
$1.22K ﹤0.01%
36
466
$1.12K ﹤0.01%
25
467
$1.07K ﹤0.01%
15
-37,733
468
$1K ﹤0.01%
5
-42
469
$846 ﹤0.01%
10
470
– –
0
471
$435 ﹤0.01%
7
472
$374 ﹤0.01%
34
473
$361 ﹤0.01%
50
474
$336 ﹤0.01%
50
475
$329 ﹤0.01%
79
17 18
19
20 21