LCM

Logan Capital Management Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.02%
This Quarter Est. Return
1 Year Est. Return
+27.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
-$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$9.64M
3 +$8.36M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$8.2M
5
ZBRA icon
Zebra Technologies
ZBRA
+$6.34M

Top Sells

1 +$19.7M
2 +$9.79M
3 +$9.09M
4
HD icon
Home Depot
HD
+$7.62M
5
ADBE icon
Adobe
ADBE
+$4.08M

Sector Composition

1 Technology 27.86%
2 Consumer Discretionary 15.33%
3 Healthcare 12.73%
4 Financials 11.17%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$0 ﹤0.01%
1
527
$0 ﹤0.01%
2
528
-7,945
529
$0 ﹤0.01%
2
530
-100
531
$0 ﹤0.01%
1
532
-7
533
-300
534
$0 ﹤0.01%
3
-10
535
$0 ﹤0.01%
1
536
-205