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
$1.74B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.93M
3
+$2.86M
4
COIN icon
Coinbase
COIN
+$2.57M
5
A icon
Agilent Technologies
A
+$2.4M

Top Sells

1
+$12.6M
2
+$6.6M
3
+$5.33M
4
T icon
AT&T
T
+$3.63M
5
SHEL icon
Shell
SHEL
+$3.52M

Sector Composition

1 Technology 27.81%
2 Healthcare 14.32%
3 Consumer Discretionary 12.76%
4 Financials 11.23%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.66M 0.1%
53,422
+636
177
$1.64M 0.09%
16,159
+3,723
178
$1.64M 0.09%
11,588
+158
179
$1.63M 0.09%
16,943
-131,220
180
$1.61M 0.09%
28,916
+2,992
181
$1.5M 0.09%
16,208
+1,195
182
$1.49M 0.09%
26,779
+1,039
183
$1.48M 0.09%
18,570
184
$1.46M 0.08%
60,260
185
$1.44M 0.08%
15,693
-4,541
186
$1.44M 0.08%
6,594
-2,775
187
$1.41M 0.08%
17,744
+1,448
188
$1.41M 0.08%
3,742
+216
189
$1.35M 0.08%
123,901
-7,108
190
$1.28M 0.07%
4,763
+1,130
191
$1.28M 0.07%
50,427
192
$1.25M 0.07%
14,089
-425
193
$1.22M 0.07%
40,550
194
$1.2M 0.07%
1,962
+153
195
$1.16M 0.07%
28,843
+154
196
$1.15M 0.07%
39,157
197
$1.14M 0.07%
8,367
+25
198
$1.14M 0.07%
36,630
+5,940
199
$1.14M 0.07%
13,889
200
$1.13M 0.07%
10,636
+686
6 7
8
9 10