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
76
$4.47M 0.36%
62,865
-140
77
$4.33M 0.34%
118,473
-602
78
$4.14M 0.33%
106,383
+416
79
$4.05M 0.32%
35,433
+370
80
$3.86M 0.31%
446,697
+3,879
81
$3.84M 0.31%
36,560
82
$3.79M 0.3%
95,000
83
$3.59M 0.29%
37,630
84
$3.57M 0.28%
166,581
-4,928
85
$3.53M 0.28%
35,792
+274
86
$3.26M 0.26%
95,685
-4,986
87
$3.23M 0.26%
32,445
88
$3.15M 0.25%
223,703
89
$2.96M 0.24%
42,400
90
$2.91M 0.23%
43,699
-1,270
91
$2.87M 0.23%
220,500
92
$2.78M 0.22%
14,098
-730
93
$2.77M 0.22%
54,860
-1,265
94
$2.74M 0.22%
32,500
95
$2.6M 0.21%
43,235
-199
96
$2.46M 0.2%
49,468
+39,996
97
$2.46M 0.2%
34,483
98
$2.43M 0.19%
51,976
-4,654
99
$2.4M 0.19%
44,234
-38
100
$2.37M 0.19%
+11,600
2 3
4
5 6