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
$2.06B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1 +$8.55M
2 +$8.29M
3 +$7.53M
4
TXRH icon
Texas Roadhouse
TXRH
+$6.53M
5
HUBB icon
Hubbell
HUBB
+$6.25M

Top Sells

1 +$8.13M
2 +$7.93M
3 +$7.42M
4
MDLZ icon
Mondelez International
MDLZ
+$7.23M
5
STZ icon
Constellation Brands
STZ
+$6.86M

Sector Composition

1 Technology 26.92%
2 Consumer Discretionary 13.39%
3 Healthcare 13.04%
4 Industrials 11.88%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-7,799
527
-76
528
-2,131
529
-65
530
-267
531
-354
532
-3,200