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
$2.15B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$3.87M
3
+$3.62M
4
LOGI icon
Logitech
LOGI
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M

Top Sells

1
+$11.3M
2
+$5.19M
3
+$5.17M
4
PG icon
Procter & Gamble
PG
+$4.31M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 27.12%
2 Consumer Discretionary 14.23%
3 Industrials 11.97%
4 Healthcare 11.55%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.31K ﹤0.01%
6
-5
452
$2.3K ﹤0.01%
+28
453
$2.29K ﹤0.01%
5
-4
454
$2.18K ﹤0.01%
17
-16
455
$2.13K ﹤0.01%
16
-292
456
$2.1K ﹤0.01%
15
-15
457
$1.9K ﹤0.01%
22
458
$1.88K ﹤0.01%
500
459
$1.86K ﹤0.01%
12
-12
460
$1.78K ﹤0.01%
31
461
$1.68K ﹤0.01%
6
-6
462
$1.57K ﹤0.01%
32
-33
463
$1.55K ﹤0.01%
4
464
$1.52K ﹤0.01%
10
-10
465
$1.51K ﹤0.01%
36
466
$1.51K ﹤0.01%
50
467
$1.38K ﹤0.01%
8
-7
468
$1.36K ﹤0.01%
+10
469
$1.08K ﹤0.01%
17
-17
470
$1.08K ﹤0.01%
5
471
$1.02K ﹤0.01%
8
-8
472
$1.02K ﹤0.01%
+8
473
$1K ﹤0.01%
+88
474
$969 ﹤0.01%
19
-19
475
$966 ﹤0.01%
+28
17 18
19
20 21