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
151
$2.58M 0.13%
25,950
-4,821
152
$2.56M 0.13%
25,401
+4,092
153
$2.55M 0.13%
84,212
+1,228
154
$2.54M 0.13%
37,515
+1,438
155
$2.44M 0.13%
17,407
-1,308
156
$2.4M 0.12%
135,185
157
$2.39M 0.12%
30,012
158
$2.38M 0.12%
57,571
+34,729
159
$2.35M 0.12%
46,731
+1,288
160
$2.34M 0.12%
53,208
+1,980
161
$2.32M 0.12%
33,075
-16,507
162
$2.32M 0.12%
7,005
163
$2.27M 0.12%
31,400
-1,043
164
$2.24M 0.12%
98,123
+14,149
165
$2.23M 0.12%
906
166
$2.21M 0.11%
23,534
+911
167
$2.19M 0.11%
55,029
+2,044
168
$2.08M 0.11%
93,349
+2,733
169
$2.03M 0.1%
112,768
-1,013
170
$2.02M 0.1%
29,910
+256
171
$2M 0.1%
+19,470
172
$1.98M 0.1%
9,393
-2,079
173
$1.97M 0.1%
121,682
-1,129
174
$1.95M 0.1%
25,367
-250
175
$1.94M 0.1%
54,707
-20,244
5 6
7
8 9