LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
This Quarter Return
-3.6%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$1.97B
AUM Growth
+$1.97B
(-5.7%)
Cap. Flow
-$15.2M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
26.34%
Holding
495
New
8
Increased
102
Reduced
122
Closed
8
Top Buys
| 1 |
Wells Fargo
WFC
|
$8.66M |
| 2 |
Deckers Outdoor
DECK
|
$8.15M |
| 3 |
Copart
CPRT
|
$7.66M |
| 4 |
Zebra Technologies
ZBRA
|
$3.14M |
| 5 |
Burlington
BURL
|
$2.84M |
Top Sells
| 1 |
Broadcom
AVGO
|
$8.99M |
| 2 |
Truist Financial
TFC
|
$8.58M |
| 3 |
Estee Lauder
EL
|
$4.72M |
| 4 |
Broadridge
BR
|
$4.42M |
| 5 |
ON Semiconductor
ON
|
$4.25M |
Sector Composition
| 1 | Technology | 26.72% |
| 2 | Consumer Discretionary | 13.63% |
| 3 | Healthcare | 12.14% |
| 4 | Industrials | 12.09% |
| 5 | Financials | 10.56% |
