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
176
$394K 0.03%
+7,460
177
$387K 0.03%
+4,649
178
$378K 0.03%
+16,245
179
$377K 0.03%
+11,406
180
$377K 0.03%
+2,572
181
$370K 0.03%
+20,489
182
$350K 0.03%
+8,219
183
$350K 0.03%
+5,342
184
$339K 0.03%
+6,766
185
$321K 0.03%
+8,938
186
$317K 0.03%
+8,378
187
$312K 0.03%
+8,202
188
$310K 0.03%
+3,392
189
$296K 0.02%
+4,113
190
$290K 0.02%
+3,458
191
$289K 0.02%
+3,700
192
$289K 0.02%
+6,089
193
$289K 0.02%
+6,435
194
$288K 0.02%
+3,665
195
$285K 0.02%
+4,118
196
$273K 0.02%
+9,495
197
$271K 0.02%
+7,822
198
$270K 0.02%
+16,222
199
$269K 0.02%
+5,890
200
$268K 0.02%
+1,400
6 7
8
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