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
$1.24B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1 +$54.7M
2 +$34M
3 +$33M
4
AMZN icon
Amazon
AMZN
+$30.5M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$24.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.55%
2 Industrials 15.73%
3 Healthcare 15%
4 Consumer Discretionary 13.49%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$9.88M 0.8%
+63,379
52
$9.87M 0.8%
+115,391
53
$9.04M 0.73%
+118,050
54
$8.98M 0.72%
+293,486
55
$8.7M 0.7%
+164,326
56
$8.43M 0.68%
+81,260
57
$7.54M 0.61%
+163,995
58
$7.46M 0.6%
+232,632
59
$7.4M 0.6%
+129,979
60
$6.38M 0.51%
+93,125
61
$6.3M 0.51%
+613,624
62
$6.03M 0.49%
+85,291
63
$5.99M 0.48%
+611,695
64
$5.86M 0.47%
+206,278
65
$5.68M 0.46%
+66,921
66
$5.45M 0.44%
+75,971
67
$5.41M 0.44%
+121,622
68
$5.31M 0.43%
+66,115
69
$5.24M 0.42%
+74,932
70
$5.22M 0.42%
+106,897
71
$4.98M 0.4%
+89,112
72
$4.48M 0.36%
+248,300
73
$4.48M 0.36%
+589,200
74
$4.34M 0.35%
+74,233
75
$4.3M 0.35%
+39,537