LCM
Logan Capital Management Portfolio holdings
AUM
$2.37B
1-Year Est. Return
31.18%
1 Year Est. Return
+31.18%
AUM
$2.15B
AUM Growth
-$49.6M
(-2.3%)
Holding
581
Top Buys
| 1 | +$2.89M | |
| 2 | +$1.94M | |
| 3 | +$1.88M | |
| 4 |
Sanofi
SNY
|
+$1.37M |
| 5 |
GE Aerospace
GE
|
+$1.17M |
Top Sells
| 1 | +$14.3M | |
| 2 | +$14M | |
| 3 | +$9.54M | |
| 4 |
Amazon
AMZN
|
+$8.19M |
| 5 |
Meta Platforms (Facebook)
META
|
+$7.84M |
Sector Composition
| 1 | Technology | 29% |
| 2 | Consumer Discretionary | 12.99% |
| 3 | Industrials | 12.33% |
| 4 | Communication Services | 11.76% |
| 5 | Financials | 11.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Adeia
ADEA
$2.13B
| – | – |
-17
|
|
||
577
Camtek
CAMT
$6.68B
| – | – |
-78
|
|
||
578
Dollar Tree
DLTR
$27.8B
| – | – |
-315
|
|
||
579
Dole
DOLE
$1.39B
| – | – |
-636
|
|
||
580
iShares MSCI EAFE ETF
EFA
$73.5B
| – | – |
-2,280
|
|
||
581
iShares MSCI EAFE Growth ETF
EFG
$9.82B
| – | – |
-1,235
|
|