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
$2.34B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.76M
3
+$3.44M
4
TGT icon
Target
TGT
+$3.33M
5
UPS icon
United Parcel Service
UPS
+$3.17M

Top Sells

1
+$10.4M
2
+$7.66M
3
+$7.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.68M
5
AAPL icon
Apple
AAPL
+$6.07M

Sector Composition

1 Technology 25.51%
2 Consumer Discretionary 14.73%
3 Industrials 12.51%
4 Healthcare 11.54%
5 Financials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.26M 0.1%
13,839
177
$2.24M 0.1%
125,162
-609
178
$2.14M 0.09%
2,918
-90
179
$2.05M 0.09%
4,697
+29
180
$2.04M 0.09%
35,246
181
$2M 0.09%
27,259
-373
182
$1.97M 0.08%
16,285
-36
183
$1.94M 0.08%
18,752
+119
184
$1.93M 0.08%
22,178
-314
185
$1.91M 0.08%
3,643
-7,491
186
$1.79M 0.08%
28,794
+4,368
187
$1.79M 0.08%
3,415
188
$1.76M 0.08%
5,281
+24
189
$1.74M 0.07%
3,825
-340
190
$1.72M 0.07%
135,185
191
$1.58M 0.07%
1,893
+26
192
$1.56M 0.07%
15,622
-415
193
$1.55M 0.07%
+66,944
194
$1.53M 0.07%
26,594
+2
195
$1.53M 0.07%
19,192
+193
196
$1.47M 0.06%
24,422
-16
197
$1.4M 0.06%
7,079
-2,328
198
$1.39M 0.06%
7,613
-9
199
$1.32M 0.06%
62,396
-19,021
200
$1.3M 0.06%
6,428
-35
6 7
8
9 10