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
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$3.87M
3
+$3.62M
4
LOGI icon
Logitech
LOGI
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M

Top Sells

1
+$11.3M
2
+$5.19M
3
+$5.17M
4
PG icon
Procter & Gamble
PG
+$4.31M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 27.12%
2 Consumer Discretionary 14.23%
3 Industrials 11.97%
4 Healthcare 11.55%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.13M 0.19%
17,488
-4
127
$4.08M 0.19%
37,583
-4,022
128
$4.02M 0.19%
4,987
-295
129
$3.9M 0.18%
18,980
130
$3.83M 0.18%
16,660
-454
131
$3.76M 0.18%
15,691
132
$3.73M 0.17%
26,211
-924
133
$3.69M 0.17%
126,127
+8,354
134
$3.58M 0.17%
35,447
+1,568
135
$3.58M 0.17%
53,060
+2,682
136
$3.54M 0.17%
71,259
+2,356
137
$3.53M 0.16%
7,546
-451
138
$3.53M 0.16%
7,653
-446
139
$3.5M 0.16%
25,965
-2,519
140
$3.5M 0.16%
25,096
-392
141
$3.36M 0.16%
204,200
142
$3.33M 0.16%
43,306
-553
143
$3.31M 0.15%
+34,843
144
$3.25M 0.15%
33,455
-1,777
145
$3.2M 0.15%
30,322
146
$3.14M 0.15%
79,766
+13,662
147
$3.13M 0.15%
223,703
148
$3.13M 0.15%
48,114
+1,647
149
$3.12M 0.15%
19,436
-1,511
150
$3.07M 0.14%
29,650
-38
4 5
6
7 8