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
$2.09B
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.86M
3
+$2.28M
4
GSK icon
GSK
GSK
+$2.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.24M

Top Sells

1
+$5.82M
2
+$5.75M
3
+$5.47M
4
CSX icon
CSX Corp
CSX
+$4.67M
5
AVGO icon
Broadcom
AVGO
+$4.19M

Sector Composition

1 Technology 28.27%
2 Consumer Discretionary 13.11%
3 Healthcare 12.24%
4 Industrials 11.79%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.85M 0.09%
10,179
-74
177
$1.82M 0.09%
9,407
+59
178
$1.8M 0.09%
4,495
-25
179
$1.8M 0.09%
111,992
-776
180
$1.75M 0.08%
32,840
181
$1.72M 0.08%
4,981
+22
182
$1.67M 0.08%
6,660
+51
183
$1.66M 0.08%
15,690
-295
184
$1.62M 0.08%
38,040
-1,567
185
$1.6M 0.08%
16,596
186
$1.56M 0.07%
3,525
187
$1.49M 0.07%
4,581
+209
188
$1.43M 0.07%
2,075
-19
189
$1.39M 0.07%
39,760
190
$1.36M 0.07%
20,328
-5,013
191
$1.34M 0.06%
12,637
192
$1.33M 0.06%
4,847
-1,064
193
$1.32M 0.06%
13,839
194
$1.31M 0.06%
23,439
195
$1.3M 0.06%
79,447
-13,357
196
$1.29M 0.06%
24,669
197
$1.29M 0.06%
18,687
-107
198
$1.27M 0.06%
28,464
+127
199
$1.2M 0.06%
6,675
-3,777
200
$1.16M 0.06%
60,260
6 7
8
9 10