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
$1.83B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$5.23M
3
+$4.63M
4
TFC icon
Truist Financial
TFC
+$3.18M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.55M

Top Sells

1
+$21M
2
+$4.46M
3
+$3.06M
4
CELG
Celgene Corp
CELG
+$2.97M
5
AAPL icon
Apple
AAPL
+$2.44M

Sector Composition

1 Technology 25.66%
2 Consumer Discretionary 13.17%
3 Healthcare 12.12%
4 Financials 11.35%
5 Industrials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.25M 0.07%
4,641
-149
177
$1.24M 0.07%
51,614
+811
178
$1.24M 0.07%
8,806
+139
179
$1.23M 0.07%
26,455
+440
180
$1.21M 0.07%
62,771
+1,023
181
$1.17M 0.06%
14,825
+252
182
$1.17M 0.06%
126,000
183
$1.16M 0.06%
79,439
+797
184
$1.16M 0.06%
29,547
+264
185
$1.15M 0.06%
61,011
+800
186
$1.14M 0.06%
18,625
187
$1.13M 0.06%
+43,550
188
$1.12M 0.06%
11,775
189
$1.11M 0.06%
26,318
+41
190
$1.11M 0.06%
27,954
191
$1.09M 0.06%
35,133
+83
192
$1.08M 0.06%
+10,210
193
$1.06M 0.06%
37,407
+542
194
$1.06M 0.06%
21,084
-645
195
$1.04M 0.06%
10,645
-333
196
$1.02M 0.06%
85,047
+6,128
197
$1.02M 0.06%
25,300
198
$1.01M 0.06%
+80,568
199
$1.01M 0.06%
17,302
-410
200
$1.01M 0.06%
18,974
+322
6 7
8
9 10