LCM
Logan Capital Management Portfolio holdings
AUM
$2.38B
1-Year Est. Return
26.34%
This Fund
S&P 500
1 Year Est. Return
+26.34%
AUM
$2.37B
AUM Growth
+$220M
(+10%)
Holding
501
Top Buys
| 1 | +$10.8M | |
| 2 | +$4.67M | |
| 3 | +$3.83M | |
| 4 |
Walmart Inc
WMT
|
+$3.58M |
| 5 |
Ubiquiti
UI
|
+$2.56M |
Top Sells
| 1 | +$18.7M | |
| 2 | +$5.17M | |
| 3 | +$4.16M | |
| 4 |
Coca-Cola
KO
|
+$3.94M |
| 5 |
Elevance Health
ELV
|
+$3.85M |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Industrials | 12.64% |
| 3 | Consumer Discretionary | 12.56% |
| 4 | Communication Services | 12.23% |
| 5 | Financials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.1B
| – | – |
-370
|
|