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
$1.83B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$5.23M
3
+$4.63M
4
TFC icon
Truist Financial
TFC
+$3.18M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.55M

Top Sells

1
+$21M
2
+$4.46M
3
+$3.06M
4
CELG
Celgene Corp
CELG
+$2.97M
5
AAPL icon
Apple
AAPL
+$2.44M

Sector Composition

1 Technology 25.66%
2 Consumer Discretionary 13.17%
3 Healthcare 12.12%
4 Financials 11.35%
5 Industrials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.67M 0.09%
33,458
-216
152
$1.66M 0.09%
67,645
+1,070
153
$1.66M 0.09%
33,001
+484
154
$1.65M 0.09%
17,465
+581
155
$1.63M 0.09%
135,185
156
$1.54M 0.08%
54,558
+916
157
$1.49M 0.08%
+18,802
158
$1.47M 0.08%
10,616
-32,305
159
$1.45M 0.08%
21,405
-274
160
$1.44M 0.08%
33,890
+8,185
161
$1.44M 0.08%
53,750
162
$1.43M 0.08%
10,230
163
$1.4M 0.08%
4,728
164
$1.39M 0.08%
21,635
-1,024
165
$1.38M 0.08%
21,156
+333
166
$1.36M 0.07%
23,875
+303
167
$1.35M 0.07%
26,587
+443
168
$1.35M 0.07%
24,636
-1,011
169
$1.34M 0.07%
42,364
170
$1.31M 0.07%
7,990
171
$1.3M 0.07%
23,216
+387
172
$1.3M 0.07%
9,755
173
$1.26M 0.07%
30,412
+516
174
$1.26M 0.07%
25,292
+336
175
$1.25M 0.07%
17,811
-392
5 6
7
8 9