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
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$3.87M
3
+$3.62M
4
LOGI icon
Logitech
LOGI
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M

Top Sells

1
+$11.3M
2
+$5.19M
3
+$5.17M
4
PG icon
Procter & Gamble
PG
+$4.31M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 27.12%
2 Consumer Discretionary 14.23%
3 Industrials 11.97%
4 Healthcare 11.55%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.03M 0.09%
9,407
177
$1.99M 0.09%
4,165
-330
178
$1.99M 0.09%
3,008
+324
179
$1.98M 0.09%
10,184
+5
180
$1.98M 0.09%
23,484
-1,626
181
$1.93M 0.09%
35,246
182
$1.84M 0.09%
13,839
183
$1.82M 0.08%
16,321
-72
184
$1.79M 0.08%
135,185
185
$1.74M 0.08%
18,633
+2,037
186
$1.73M 0.08%
22,492
-538
187
$1.67M 0.08%
3,415
188
$1.67M 0.08%
6,369
-260
189
$1.58M 0.07%
4,668
+87
190
$1.54M 0.07%
6,463
-212
191
$1.53M 0.07%
5,257
+309
192
$1.52M 0.07%
1,867
-155
193
$1.51M 0.07%
24,426
-4,337
194
$1.5M 0.07%
18,999
-1,662
195
$1.41M 0.07%
42,112
+2,352
196
$1.41M 0.07%
23,439
197
$1.38M 0.06%
26,592
-1,790
198
$1.35M 0.06%
60,260
199
$1.35M 0.06%
81,417
+1,807
200
$1.33M 0.06%
16,037
6 7
8
9 10