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
$1.4B
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$4.03M
3
+$3.22M
4
NDSN icon
Nordson
NDSN
+$1.3M
5
ORAN
Orange
ORAN
+$998K

Top Sells

1
+$7.64M
2
+$4.54M
3
+$3.28M
4
DD
Du Pont De Nemours E I
DD
+$2.77M
5
URI icon
United Rentals
URI
+$1.16M

Sector Composition

1 Technology 21.63%
2 Industrials 12.94%
3 Healthcare 12.83%
4 Consumer Discretionary 12.55%
5 Communication Services 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.38M 0.1%
25,080
+150
127
$1.36M 0.1%
44,905
+3,744
128
$1.32M 0.09%
22,312
-9,230
129
$1.28M 0.09%
57,055
-1,955
130
$1.27M 0.09%
18,103
+1,525
131
$1.27M 0.09%
11,353
132
$1.25M 0.09%
27,625
+2,538
133
$1.24M 0.09%
19,916
+1,405
134
$1.23M 0.09%
10,200
135
$1.22M 0.09%
15,824
136
$1.2M 0.09%
15,613
+1,260
137
$1.19M 0.09%
20,567
+1,588
138
$1.19M 0.09%
8,505
139
$1.15M 0.08%
28,334
+1,840
140
$1.14M 0.08%
14,320
141
$1.14M 0.08%
14,662
+1,223
142
$1.13M 0.08%
6,434
-20
143
$1.12M 0.08%
25,572
+2,142
144
$1.08M 0.08%
43,766
+3,533
145
$1.07M 0.08%
29,040
+2,600
146
$1.07M 0.08%
10,032
+800
147
$1.05M 0.08%
75,000
148
$1.05M 0.07%
16,831
-1,118
149
$1.05M 0.07%
10,947
+1,905
150
$1.04M 0.07%
32,144
-4,070
4 5
6
7 8