LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
This Quarter Return
+7.78%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$2.15B
AUM Growth
+$2.15B
(+7.6%)
Cap. Flow
+$71.7M
Cap. Flow
% of AUM
3.33%
Top 10 Holdings %
Top 10 Hldgs %
25.08%
Holding
554
New
50
Increased
202
Reduced
74
Closed
28
Top Buys
| 1 |
Trade Desk
TTD
|
$25.3M |
| 2 |
Sherwin-Williams
SHW
|
$24.5M |
| 3 |
OneMain Financial
OMF
|
$10.5M |
| 4 |
TTEC Holdings
TTEC
|
$6.34M |
| 5 |
CSX Corp
CSX
|
$3.38M |
Top Sells
| 1 |
Verisk Analytics
VRSK
|
$15M |
| 2 |
PayPal
PYPL
|
$4.94M |
| 3 |
Apple
AAPL
|
$2.93M |
| 4 |
Accenture
ACN
|
$1.74M |
| 5 |
State Street
STT
|
$1.6M |
Sector Composition
| 1 | Technology | 27.57% |
| 2 | Consumer Discretionary | 15.22% |
| 3 | Healthcare | 12.45% |
| 4 | Financials | 10.81% |
| 5 | Industrials | 10.2% |