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
151
$3.01M 0.14%
61,996
+1,598
152
$2.99M 0.14%
29,533
+8,302
153
$2.97M 0.14%
29,732
-22
154
$2.95M 0.14%
79,548
+2,897
155
$2.95M 0.14%
37,831
-708
156
$2.92M 0.14%
56,000
157
$2.92M 0.14%
94,379
-22,843
158
$2.82M 0.13%
22,178
-362
159
$2.77M 0.13%
29,510
-74
160
$2.62M 0.12%
114,076
-436
161
$2.62M 0.12%
21,500
162
$2.55M 0.12%
17,501
+3,446
163
$2.5M 0.12%
166,602
+7,167
164
$2.46M 0.11%
8,709
-32
165
$2.45M 0.11%
79,301
-8,821
166
$2.38M 0.11%
+3,366
167
$2.35M 0.11%
45,828
+8
168
$2.34M 0.11%
906
169
$2.32M 0.11%
8,477
-277
170
$2.31M 0.11%
125,771
+3,205
171
$2.28M 0.11%
199,900
+7,343
172
$2.27M 0.11%
71,806
+3,645
173
$2.15M 0.1%
2,595
174
$2.09M 0.1%
27,632
-68,476
175
$2.07M 0.1%
31,300
-1,518
5 6
7
8 9