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
$1.24B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$34M
3
+$33M
4
AMZN icon
Amazon
AMZN
+$30.5M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$24.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.55%
2 Industrials 15.73%
3 Healthcare 15%
4 Consumer Discretionary 13.49%
5 Consumer Staples 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$737K 0.06%
+24,600
152
$724K 0.06%
+7,550
153
$667K 0.05%
+13,000
154
$657K 0.05%
+57,658
155
$650K 0.05%
+6,305
156
$650K 0.05%
+20,000
157
$632K 0.05%
+14,800
158
$622K 0.05%
+11,745
159
$596K 0.05%
+18,528
160
$574K 0.05%
+43,750
161
$570K 0.05%
+101,152
162
$558K 0.05%
+20,500
163
$512K 0.04%
+11,299
164
$493K 0.04%
+40
165
$476K 0.04%
+7,709
166
$472K 0.04%
+7,435
167
$472K 0.04%
+24,185
168
$467K 0.04%
+51,086
169
$467K 0.04%
+15,457
170
$466K 0.04%
+37,078
171
$452K 0.04%
+13,416
172
$433K 0.03%
+13,398
173
$429K 0.03%
+8,402
174
$420K 0.03%
+8,088
175
$405K 0.03%
+11,729
5 6
7
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