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
$2.2B
AUM Growth
-$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.54M
3
+$9.38M
4
MDLZ icon
Mondelez International
MDLZ
+$5.25M
5
GE icon
GE Aerospace
GE
+$4.63M

Top Sells

1
+$11.6M
2
+$11.5M
3
+$7.91M
4
AAPL icon
Apple
AAPL
+$7.85M
5
ADBE icon
Adobe
ADBE
+$6M

Sector Composition

1 Technology 25.89%
2 Consumer Discretionary 13.37%
3 Industrials 11.99%
4 Financials 11.33%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5.74K ﹤0.01%
400
-400
452
$5.71K ﹤0.01%
+566
453
$5.67K ﹤0.01%
104
454
$5.4K ﹤0.01%
27
455
$5.27K ﹤0.01%
126
456
$5.22K ﹤0.01%
9
457
$5.16K ﹤0.01%
37
458
$5.13K ﹤0.01%
66
459
$4.96K ﹤0.01%
76
460
$4.89K ﹤0.01%
280
461
$4.59K ﹤0.01%
56
+1
462
$4.57K ﹤0.01%
+78
463
$4.51K ﹤0.01%
+75
464
$4.37K ﹤0.01%
500
465
$4.2K ﹤0.01%
300
466
$4.17K ﹤0.01%
51
467
$4.08K ﹤0.01%
320
468
$3.63K ﹤0.01%
39
469
$3.56K ﹤0.01%
532
-649
470
$3.53K ﹤0.01%
64
471
$3.35K ﹤0.01%
26
472
$3.33K ﹤0.01%
106
473
$3.21K ﹤0.01%
40
474
$3.16K ﹤0.01%
75
+33
475
$3.08K ﹤0.01%
6
17 18
19
20 21