LCM

Logan Capital Management Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.02%
This Quarter Est. Return
1 Year Est. Return
+27.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$8.5M
2 +$4.62M
3 +$3.82M
4
CL icon
Colgate-Palmolive
CL
+$2.77M
5
LOGI icon
Logitech
LOGI
+$2.73M

Top Sells

1 +$5.78M
2 +$4.87M
3 +$4.57M
4
MS icon
Morgan Stanley
MS
+$2.71M
5
ZTS icon
Zoetis
ZTS
+$2.49M

Sector Composition

1 Technology 28.29%
2 Consumer Discretionary 13.56%
3 Industrials 11.3%
4 Healthcare 11.04%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
0
452
$470 ﹤0.01%
11
453
$412 ﹤0.01%
25
454
$380 ﹤0.01%
34
455
$334 ﹤0.01%
50
456
$327 ﹤0.01%
50
457
$299 ﹤0.01%
79
458
$138 ﹤0.01%
1
459
$99 ﹤0.01%
12
460
$68 ﹤0.01%
6
461
-225
462
-2,000
463
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465
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466
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467
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472
-300