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
$1.53B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.48M
3
+$3.61M
4
PGTI
PGT, Inc.
PGTI
+$2.29M
5
URI icon
United Rentals
URI
+$719K

Top Sells

1
+$6.78M
2
+$4.12M
3
+$3M
4
AMZN icon
Amazon
AMZN
+$1.57M
5
PX
Praxair Inc
PX
+$1.34M

Sector Composition

1 Technology 22.99%
2 Healthcare 14.17%
3 Consumer Discretionary 13.98%
4 Industrials 10.4%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.48M 0.36%
+73,326
77
$5.46M 0.36%
34,806
-1,297
78
$5.31M 0.35%
57,598
-73,503
79
$5.02M 0.33%
33,434
+1,864
80
$4.89M 0.32%
57,798
-1,926
81
$4.77M 0.31%
34,538
-2
82
$4.68M 0.31%
36,048
-290
83
$4.52M 0.3%
245,088
-6,662
84
$4.43M 0.29%
37,910
-319
85
$4.38M 0.29%
82,096
+1,700
86
$4.21M 0.28%
19,284
-776
87
$4.21M 0.28%
35,682
+3,111
88
$4M 0.26%
26,622
+87
89
$3.99M 0.26%
38,084
-1,124
90
$3.97M 0.26%
65,000
91
$3.95M 0.26%
28,990
-8,380
92
$3.89M 0.26%
47,063
-1,804
93
$3.87M 0.25%
44,103
+1,795
94
$3.81M 0.25%
80,690
95
$3.71M 0.24%
16,340
+312
96
$3.67M 0.24%
220,500
97
$3.65M 0.24%
92,634
+1,398
98
$3.49M 0.23%
21,459
+408
99
$3.45M 0.23%
66,919
+41
100
$3.38M 0.22%
52,524
+2,705
2 3
4
5 6