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
$2.15B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$3.87M
3
+$3.62M
4
LOGI icon
Logitech
LOGI
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M

Top Sells

1
+$11.3M
2
+$5.19M
3
+$5.17M
4
PG icon
Procter & Gamble
PG
+$4.31M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 27.12%
2 Consumer Discretionary 14.23%
3 Industrials 11.97%
4 Healthcare 11.55%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.61M 0.4%
21,543
77
$8.46M 0.39%
36,550
-2,423
78
$8.31M 0.39%
28,850
-1,768
79
$8.27M 0.39%
2,331
-142
80
$8.26M 0.39%
70,499
+1,103
81
$8.24M 0.38%
67,435
-7,060
82
$8.08M 0.38%
327,880
-39,300
83
$7.9M 0.37%
159,530
-7,070
84
$7.9M 0.37%
37,660
-2,780
85
$7.52M 0.35%
25,451
-11
86
$7.34M 0.34%
17,876
-947
87
$7.14M 0.33%
85,431
-1,870
88
$7.1M 0.33%
48,573
-4,286
89
$7.08M 0.33%
25,899
-4,237
90
$6.91M 0.32%
32,409
91
$6.87M 0.32%
27,955
-1,364
92
$6.87M 0.32%
185,945
-6,637
93
$6.82M 0.32%
30,017
-550
94
$6.75M 0.31%
31,661
-1,234
95
$6.71M 0.31%
126,129
-1,900
96
$6.11M 0.28%
124,278
-15,208
97
$6.1M 0.28%
54,636
-1,239
98
$6.09M 0.28%
10,759
-501
99
$5.98M 0.28%
12,689
-803
100
$5.97M 0.28%
25,611
-936
2 3
4
5 6