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
476
$3.06K ﹤0.01%
90
477
$3.05K ﹤0.01%
51
+1
478
$2.99K ﹤0.01%
14
479
$2.88K ﹤0.01%
35
480
$2.7K ﹤0.01%
86
481
$2.43K ﹤0.01%
56
+1
482
$2.31K ﹤0.01%
34
483
$2.31K ﹤0.01%
36
484
$2.14K ﹤0.01%
25
485
$2.13K ﹤0.01%
246
+122
486
$1.99K ﹤0.01%
16
+1
487
$1.93K ﹤0.01%
34
488
$1.82K ﹤0.01%
33
+8
489
$1.8K ﹤0.01%
12
-12
490
$1.66K ﹤0.01%
15
491
$1.64K ﹤0.01%
40
492
$1.59K ﹤0.01%
17
493
$1.58K ﹤0.01%
31
494
$1.52K ﹤0.01%
9
+1
495
$1.42K ﹤0.01%
7
496
$1.4K ﹤0.01%
6
-36
497
$1.36K ﹤0.01%
6
498
$1.29K ﹤0.01%
10
499
$1.29K ﹤0.01%
75
500
$1.24K ﹤0.01%
8
18 19
20
21 22