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
$2.07B
AUM Growth
-$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1 +$19.3M
2 +$6.96M
3 +$6.35M
4
T icon
AT&T
T
+$3.76M
5
A icon
Agilent Technologies
A
+$3.33M

Top Sells

1 +$15.9M
2 +$8.74M
3 +$5.49M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.78M
5
AAPL icon
Apple
AAPL
+$3.53M

Sector Composition

1 Technology 29.14%
2 Consumer Discretionary 13.67%
3 Healthcare 13.01%
4 Financials 10.66%
5 Industrials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
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552
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553
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554
$0 ﹤0.01%
1
555
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556
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557
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558
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559
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560
-380