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
$1.34B
AUM Growth
+$94.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$15.3M
3
+$15.3M
4
VYX icon
NCR Voyix
VYX
+$13.9M
5
FLS icon
Flowserve
FLS
+$12.7M

Top Sells

1
+$18.6M
2
+$15.2M
3
+$14.8M
4
MCHP icon
Microchip Technology
MCHP
+$14.3M
5
JOY
Joy Global Inc
JOY
+$14.1M

Sector Composition

1 Technology 22.89%
2 Consumer Discretionary 16.21%
3 Industrials 14.55%
4 Healthcare 11.91%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$521K 0.04%
+13,015
177
$512K 0.04%
7,436
+670
178
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179
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184
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185
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198
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199
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200
$362K 0.03%
9,474
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