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
$2.15B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.34M
3
+$3.26M
4
RHI icon
Robert Half
RHI
+$2.05M
5
V icon
Visa
V
+$1.29M

Top Sells

1
+$15M
2
+$4.94M
3
+$2.93M
4
ACN icon
Accenture
ACN
+$1.74M
5
STT icon
State Street
STT
+$1.6M

Sector Composition

1 Technology 27.57%
2 Consumer Discretionary 15.22%
3 Healthcare 12.45%
4 Financials 10.81%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.55M 0.17%
45,621
-288
127
$3.46M 0.16%
22,145
128
$3.31M 0.15%
58,033
+1,269
129
$3.26M 0.15%
+35,586
130
$3.26M 0.15%
223,703
131
$3.22M 0.15%
204,200
132
$3.21M 0.15%
12,098
-174
133
$3.2M 0.15%
120,977
+7,691
134
$3.13M 0.15%
23,417
-142
135
$3.05M 0.14%
3,802
-1,759
136
$3.01M 0.14%
13,721
+112
137
$2.98M 0.14%
8,190
+240
138
$2.94M 0.14%
49,736
+16,619
139
$2.88M 0.13%
13,213
+1
140
$2.88M 0.13%
19,680
+1,040
141
$2.79M 0.13%
10,095
+1,649
142
$2.77M 0.13%
24,234
143
$2.58M 0.12%
38,565
+420
144
$2.52M 0.12%
74,093
+8,294
145
$2.48M 0.12%
30,072
-19,466
146
$2.45M 0.11%
12,623
+107
147
$2.44M 0.11%
21,165
148
$2.37M 0.11%
52,917
-825
149
$2.28M 0.11%
10,956
+278
150
$2.19M 0.1%
24,024
+3,325
4 5
6
7 8