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
101
$2.36M 0.19%
101,492
-814
102
$2.34M 0.19%
108,414
-1,165
103
$2.31M 0.18%
31,696
-2,161
104
$2.2M 0.17%
27,279
+90
105
$2.18M 0.17%
135,185
106
$2.11M 0.17%
20,200
107
$2.07M 0.16%
76,219
-350
108
$1.99M 0.16%
15,823
109
$1.98M 0.16%
25,935
-500
110
$1.98M 0.16%
44,104
111
$1.84M 0.15%
65,088
-2,684
112
$1.83M 0.15%
21,450
113
$1.82M 0.14%
21,525
114
$1.8M 0.14%
85,872
115
$1.77M 0.14%
25,988
-300
116
$1.71M 0.14%
30,000
117
$1.68M 0.13%
+59,860
118
$1.64M 0.13%
23,800
119
$1.62M 0.13%
24,469
-21
120
$1.61M 0.13%
9,970
-21
121
$1.61M 0.13%
16,566
+166
122
$1.51M 0.12%
15,606
-83,113
123
$1.48M 0.12%
18,069
+50
124
$1.42M 0.11%
25,339
125
$1.41M 0.11%
14,641
+307
3 4
5
6 7