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
$1.74B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.93M
3
+$2.86M
4
COIN icon
Coinbase
COIN
+$2.57M
5
A icon
Agilent Technologies
A
+$2.4M

Top Sells

1
+$12.6M
2
+$6.6M
3
+$5.33M
4
T icon
AT&T
T
+$3.63M
5
SHEL icon
Shell
SHEL
+$3.52M

Sector Composition

1 Technology 27.81%
2 Healthcare 14.32%
3 Consumer Discretionary 12.76%
4 Financials 11.23%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.3M 0.65%
52,330
52
$11.1M 0.64%
40,641
+376
53
$11.1M 0.64%
45,590
-2,411
54
$10.9M 0.63%
44,297
+309
55
$10.4M 0.6%
165,207
-17,684
56
$10.2M 0.59%
222,555
+10,236
57
$10M 0.58%
27,398
-307
58
$9.62M 0.55%
44,346
+50
59
$9.32M 0.54%
343,092
-268
60
$9.3M 0.53%
59,036
-391
61
$9.27M 0.53%
137,319
+580
62
$9.22M 0.53%
181,639
+2,330
63
$9.17M 0.53%
27,216
+3,793
64
$9.11M 0.52%
102,385
+1,768
65
$8.93M 0.51%
192,760
+1,942
66
$8.62M 0.5%
24,554
-208
67
$8.44M 0.49%
94,024
-1
68
$8.36M 0.48%
25,782
69
$8.19M 0.47%
140,696
-3,062
70
$7.75M 0.45%
33,234
+103
71
$7.66M 0.44%
53,746
+985
72
$7.6M 0.44%
151,090
+4,554
73
$7.55M 0.43%
111,157
-3,932
74
$7.39M 0.42%
29,773
+76
75
$7.34M 0.42%
73,529
-206
1 2
3
4 5