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
$1.94B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$9.01M
3
+$7.63M
4
MSFT icon
Microsoft
MSFT
+$7.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.24M

Top Sells

1
+$4.34M
2
+$4.08M
3
+$2.44M
4
TFC icon
Truist Financial
TFC
+$1.74M
5
RHI icon
Robert Half
RHI
+$1.65M

Sector Composition

1 Technology 25.51%
2 Healthcare 14.07%
3 Consumer Discretionary 12.42%
4 Industrials 11.48%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.71M 0.19%
212,793
+2,938
127
$3.67M 0.19%
50,975
+13,173
128
$3.65M 0.19%
58,874
-6,774
129
$3.65M 0.19%
91,386
+3,489
130
$3.62M 0.19%
12,452
+667
131
$3.61M 0.19%
87,285
-2,244
132
$3.56M 0.18%
39,241
+1,508
133
$3.51M 0.18%
5,366
+82
134
$3.44M 0.18%
13,415
-4,043
135
$3.44M 0.18%
204,200
136
$3.42M 0.18%
33,215
+23,913
137
$3.37M 0.17%
41,216
138
$3.23M 0.17%
66,789
+2,403
139
$3.18M 0.16%
223,703
140
$3.09M 0.16%
26,889
-1,759
141
$3.06M 0.16%
6,523
-92
142
$3.05M 0.16%
163,361
+6,474
143
$2.99M 0.15%
20,522
-780
144
$2.97M 0.15%
10,477
-517
145
$2.96M 0.15%
97,074
+3,858
146
$2.89M 0.15%
42,085
+14,151
147
$2.74M 0.14%
21,500
148
$2.71M 0.14%
24,572
+14,978
149
$2.7M 0.14%
221,591
+8,779
150
$2.63M 0.14%
45,578
+992
4 5
6
7 8