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
$1.74B
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
126
$3.16M 0.18%
59,966
+7,409
127
$3.05M 0.18%
29,126
+588
128
$3.01M 0.17%
10,983
+1,013
129
$2.99M 0.17%
33,082
-3,452
130
$2.95M 0.17%
204,200
131
$2.95M 0.17%
58,893
+7,648
132
$2.92M 0.17%
34,503
+4,482
133
$2.91M 0.17%
50,036
-5,674
134
$2.87M 0.16%
41,072
135
$2.87M 0.16%
37,255
-609
136
$2.75M 0.16%
4,179
+40
137
$2.73M 0.16%
11,526
-9,423
138
$2.71M 0.16%
11,904
-206
139
$2.66M 0.15%
40,321
+5,155
140
$2.63M 0.15%
37,674
-798
141
$2.52M 0.14%
12,002
-42
142
$2.51M 0.14%
48,486
+6,113
143
$2.48M 0.14%
6,425
+3,226
144
$2.47M 0.14%
40,860
+4,106
145
$2.45M 0.14%
65,592
-32
146
$2.35M 0.14%
13,165
-75
147
$2.35M 0.13%
15,104
+248
148
$2.33M 0.13%
17,111
+16,791
149
$2.31M 0.13%
47,010
+6,145
150
$2.31M 0.13%
142,457
+16,450
4 5
6
7 8