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
501
$1.36K ﹤0.01%
10
502
$1.36K ﹤0.01%
4
503
$1.31K ﹤0.01%
25
504
$1.23K ﹤0.01%
45
505
$1.2K ﹤0.01%
10
506
$1.17K ﹤0.01%
22
507
$1.12K ﹤0.01%
+20
508
$1.04K ﹤0.01%
25
509
$1.03K ﹤0.01%
27
510
$508 ﹤0.01%
50
511
– –
0
512
$491 ﹤0.01%
7
513
$446 ﹤0.01%
50
514
$367 ﹤0.01%
79
515
$330 ﹤0.01%
1
516
$322 ﹤0.01%
34
-95
517
$129 ﹤0.01%
66
-136
518
$110 ﹤0.01%
+13
519
$76 ﹤0.01%
6
520
$40 ﹤0.01%
1
521
$39 ﹤0.01%
+1
522
$28 ﹤0.01%
+1
523
$20 ﹤0.01%
2
524
– –
0
525
– –
-66
18 19 20
21
22