LCM

Logan Capital Management Portfolio holdings

AUM $2.37B
1-Year Est. Return 31.18%
This Quarter Est. Return
1 Year Est. Return
+31.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$34M
3
+$33M
4
AMZN icon
Amazon
AMZN
+$30.5M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$24.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.55%
2 Industrials 15.73%
3 Healthcare 15%
4 Consumer Discretionary 13.49%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.24M 0.1%
+38,670
127
$1.21M 0.1%
+36,417
128
$1.2M 0.1%
+31,978
129
$1.17M 0.09%
+18,400
130
$1.15M 0.09%
+15,938
131
$1.14M 0.09%
+25,900
132
$1.06M 0.09%
+30,304
133
$1.04M 0.08%
+19,200
134
$1.01M 0.08%
+58,480
135
$979K 0.08%
+16,848
136
$969K 0.08%
+25,000
137
$966K 0.08%
+30,000
138
$942K 0.08%
+81,033
139
$923K 0.07%
+25,832
140
$868K 0.07%
+52,500
141
$853K 0.07%
+18,425
142
$830K 0.07%
+86,994
143
$815K 0.07%
+75,000
144
$802K 0.06%
+20,710
145
$780K 0.06%
+48,200
146
$765K 0.06%
+10,300
147
$758K 0.06%
+25,600
148
$755K 0.06%
+35,200
149
$750K 0.06%
+22,000
150
$738K 0.06%
+25,000
4 5
6
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