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
476
$3.16K ﹤0.01%
65
477
$3.12K ﹤0.01%
15
478
$3.07K ﹤0.01%
+79
479
$3.02K ﹤0.01%
25
480
$2.86K ﹤0.01%
7
481
$2.58K ﹤0.01%
19
482
$2.57K ﹤0.01%
34
-128
483
$2.45K ﹤0.01%
24
484
$2.43K ﹤0.01%
12
485
$2.33K ﹤0.01%
1,000
486
$2.18K ﹤0.01%
20
487
$2.11K ﹤0.01%
87
488
$2.05K ﹤0.01%
40
489
$2.04K ﹤0.01%
55
490
$1.92K ﹤0.01%
17
491
$1.88K ﹤0.01%
31
492
$1.78K ﹤0.01%
20
493
$1.71K ﹤0.01%
36
494
$1.69K ﹤0.01%
18
495
$1.66K ﹤0.01%
16
496
$1.63K ﹤0.01%
9
497
$1.63K ﹤0.01%
50
498
$1.57K ﹤0.01%
73
499
$1.56K ﹤0.01%
+78
500
$1.39K ﹤0.01%
4
18 19
20
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