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
$1.94B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$9.01M
3
+$7.63M
4
MSFT icon
Microsoft
MSFT
+$7.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.24M

Top Sells

1
+$4.34M
2
+$4.08M
3
+$2.44M
4
TFC icon
Truist Financial
TFC
+$1.74M
5
RHI icon
Robert Half
RHI
+$1.65M

Sector Composition

1 Technology 25.51%
2 Healthcare 14.07%
3 Consumer Discretionary 12.42%
4 Industrials 11.48%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.92M 0.1%
4,784
-68
177
$1.85M 0.1%
186,899
+4,599
178
$1.84M 0.09%
9,998
-2,004
179
$1.82M 0.09%
23,439
180
$1.79M 0.09%
29,445
-3,450
181
$1.79M 0.09%
+56,000
182
$1.78M 0.09%
10,580
-863
183
$1.74M 0.09%
16,050
-81
184
$1.71M 0.09%
64,608
-484
185
$1.68M 0.09%
38,083
-29,207
186
$1.68M 0.09%
10,253
-606
187
$1.65M 0.09%
32,840
+13,673
188
$1.65M 0.08%
17,654
+463
189
$1.61M 0.08%
46,508
+9,125
190
$1.6M 0.08%
39,445
+1,490
191
$1.59M 0.08%
8,342
192
$1.58M 0.08%
51,104
-2,352
193
$1.54M 0.08%
2,176
+54
194
$1.53M 0.08%
21,461
-3,901
195
$1.49M 0.08%
42,083
196
$1.49M 0.08%
4,959
+196
197
$1.47M 0.08%
2,648
198
$1.46M 0.08%
40,550
199
$1.46M 0.08%
6,632
+125
200
$1.45M 0.07%
99,000
-52,360
6 7
8
9 10