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
151
$2.31M 0.13%
89,037
+5,278
152
$2.26M 0.13%
135,185
153
$2.26M 0.13%
21,500
154
$2.11M 0.12%
113,781
+15,465
155
$2.01M 0.12%
14,278
+4
156
$2M 0.12%
+8,140
157
$2M 0.12%
11,504
-1,921
158
$1.99M 0.11%
20,512
+2,456
159
$1.97M 0.11%
167,056
+20,829
160
$1.95M 0.11%
906
161
$1.92M 0.11%
30,602
+1,870
162
$1.91M 0.11%
192,496
+44,423
163
$1.9M 0.11%
71,113
+8,456
164
$1.89M 0.11%
20,262
-1,486
165
$1.89M 0.11%
25,617
166
$1.88M 0.11%
25,122
+1,213
167
$1.88M 0.11%
41,009
+4,729
168
$1.85M 0.11%
4,822
-87
169
$1.85M 0.11%
7,005
170
$1.84M 0.11%
76,231
+9,166
171
$1.71M 0.1%
30,578
172
$1.71M 0.1%
24,415
+392
173
$1.7M 0.1%
10,908
+93
174
$1.69M 0.1%
23,439
175
$1.68M 0.1%
34,530
+4,104
5 6
7
8 9