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
101
$4.62M 0.27%
98,142
+54,716
102
$4.54M 0.26%
18,496
+224
103
$4.44M 0.26%
152,759
+6,633
104
$4.41M 0.25%
20,590
-1,146
105
$4.31M 0.25%
11,175
-1,439
106
$4.24M 0.24%
24,490
107
$4.23M 0.24%
44,937
-2,443
108
$4.21M 0.24%
8,794
+61
109
$4.21M 0.24%
37,076
-18,151
110
$4.03M 0.23%
29,604
+11,676
111
$4M 0.23%
141,086
+13,204
112
$3.81M 0.22%
223,703
113
$3.81M 0.22%
60,200
114
$3.79M 0.22%
26,172
+19,731
115
$3.75M 0.22%
55,526
+613
116
$3.68M 0.21%
7,726
-117
117
$3.67M 0.21%
213,141
+2,295
118
$3.64M 0.21%
57,772
+2,585
119
$3.6M 0.21%
18,632
120
$3.42M 0.2%
79,663
+9,948
121
$3.42M 0.2%
30,871
122
$3.38M 0.19%
35,835
-102
123
$3.38M 0.19%
15,902
-561
124
$3.31M 0.19%
23,434
125
$3.25M 0.19%
21,156
+788
3 4
5
6 7