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
$1.26B
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.86M
3
+$6.57M
4
META icon
Meta Platforms (Facebook)
META
+$4.63M
5
AYI icon
Acuity Brands
AYI
+$3.86M

Top Sells

1
+$11.5M
2
+$8.06M
3
+$7.72M
4
PII icon
Polaris
PII
+$5.78M
5
BIIB icon
Biogen
BIIB
+$3.5M

Sector Composition

1 Technology 18.14%
2 Consumer Discretionary 17.21%
3 Industrials 12.77%
4 Healthcare 12.65%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.43M 0.59%
74,346
+85
52
$7.18M 0.57%
98,965
-8,008
53
$6.9M 0.55%
69,317
+66,032
54
$6.64M 0.53%
70,464
-2,877
55
$5.99M 0.48%
158,411
+1,885
56
$5.85M 0.47%
124,054
-8,268
57
$5.75M 0.46%
137,640
-5,121
58
$5.69M 0.45%
332,970
+1,045
59
$5.61M 0.45%
54,636
-590
60
$5.6M 0.45%
55,323
-441
61
$5.54M 0.44%
131,576
-7,336
62
$5.53M 0.44%
105,508
+6,951
63
$5.24M 0.42%
43,453
-2,106
64
$5.17M 0.41%
16,544
+168
65
$5.17M 0.41%
135,833
+6,002
66
$5M 0.4%
56,000
67
$4.97M 0.39%
168,748
-6,488
68
$4.96M 0.39%
107,264
-881
69
$4.94M 0.39%
26,695
+1,058
70
$4.9M 0.39%
326,784
-37,353
71
$4.89M 0.39%
55,918
+300
72
$4.88M 0.39%
55,415
-3,902
73
$4.82M 0.38%
139,739
-2,938
74
$4.69M 0.37%
277,605
+31,080
75
$4.48M 0.36%
35,175
1 2
3
4 5