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
76
$7.21M 0.41%
55,190
+756
77
$7.13M 0.41%
33,954
+333
78
$6.78M 0.39%
36,769
+32,169
79
$6.54M 0.38%
21,850
-21
80
$6.47M 0.37%
23,307
+5
81
$6.37M 0.37%
53,234
+192
82
$6.18M 0.36%
165,381
-45,715
83
$6.18M 0.36%
12,807
+118
84
$6.17M 0.35%
142,620
-8,440
85
$6.03M 0.35%
55,519
+896
86
$5.94M 0.34%
20,666
+176
87
$5.52M 0.32%
71,267
+1,427
88
$5.25M 0.3%
69,021
+16,510
89
$5.25M 0.3%
24,600
-3,580
90
$5.21M 0.3%
20,495
+185
91
$5.18M 0.3%
29,811
+253
92
$4.98M 0.29%
19,499
-60
93
$4.98M 0.29%
33,644
+63
94
$4.97M 0.29%
31,492
+720
95
$4.9M 0.28%
11,881
-951
96
$4.81M 0.28%
2,752
+10
97
$4.78M 0.27%
21,616
+190
98
$4.69M 0.27%
309,280
-16,560
99
$4.69M 0.27%
15,941
-395
100
$4.64M 0.27%
51,728
-18,056
2 3
4
5 6