LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
1-Year Return
27.02%
This Quarter Return
-3.44%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$2.2B
AUM Growth
-$186M
(-7.8%)
Cap. Flow
-$47.6M
Cap. Flow
% of AUM
-2.16%
Top 10 Holdings %
Top 10 Hldgs %
28.15%
Holding
589
New
46
Increased
92
Reduced
175
Closed
16
Top Buys
| 1 |
Flex
FLEX
|
$13.1M |
| 2 |
Johnson & Johnson
JNJ
|
$9.54M |
| 3 |
Verizon
VZ
|
$9.38M |
| 4 |
Mondelez International
MDLZ
|
$5.25M |
| 5 |
GE Aerospace
GE
|
$4.63M |
Top Sells
| 1 |
IBM
IBM
|
$11.6M |
| 2 |
Broadcom
AVGO
|
$11.5M |
| 3 |
Medtronic
MDT
|
$7.91M |
| 4 |
Apple
AAPL
|
$7.85M |
| 5 |
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% |
