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
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.34M
3
+$3.26M
4
RHI icon
Robert Half
RHI
+$2.05M
5
V icon
Visa
V
+$1.29M

Top Sells

1
+$15M
2
+$4.94M
3
+$2.93M
4
ACN icon
Accenture
ACN
+$1.74M
5
STT icon
State Street
STT
+$1.6M

Sector Composition

1 Technology 27.57%
2 Consumer Discretionary 15.22%
3 Healthcare 12.45%
4 Financials 10.81%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.75M 0.08%
7,399
177
$1.72M 0.08%
30,252
-8,424
178
$1.67M 0.08%
17,347
+819
179
$1.66M 0.08%
27,763
+3,145
180
$1.63M 0.08%
1,863
+78
181
$1.63M 0.08%
27,242
+933
182
$1.62M 0.08%
50,404
+5,032
183
$1.6M 0.07%
26,513
+828
184
$1.59M 0.07%
15,554
-2,794
185
$1.58M 0.07%
43,204
186
$1.57M 0.07%
4,673
+74
187
$1.55M 0.07%
36,317
188
$1.54M 0.07%
5,654
+946
189
$1.52M 0.07%
76,240
+440
190
$1.51M 0.07%
132,047
+13,171
191
$1.51M 0.07%
3,525
192
$1.5M 0.07%
10,620
+241
193
$1.48M 0.07%
60,260
194
$1.35M 0.06%
906
195
$1.34M 0.06%
29,476
+453
196
$1.33M 0.06%
10,454
+151
197
$1.33M 0.06%
50,427
198
$1.29M 0.06%
40,550
199
$1.29M 0.06%
12,343
-1
200
$1.29M 0.06%
15,492
+650
6 7
8
9 10