LCM
Logan Capital Management Portfolio holdings
AUM
$2.15B
1-Year Return
27.02%
This Quarter Return
+0.57%
1 Year Return
+27.02%
3 Year Return
+105.66%
5 Year Return
+166.71%
10 Year Return
+462.56%
AUM
$1.24B
AUM Growth
–
Cap. Flow
+$1.24B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.77%
Holding
259
New
259
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$54.7M |
| 2 |
CTXS
Citrix Systems Inc
CTXS
|
$34M |
| 3 |
Booking.com
BKNG
|
$33M |
| 4 |
Amazon
AMZN
|
$30.5M |
| 5 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$24.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 23.55% |
| 2 | Industrials | 15.73% |
| 3 | Healthcare | 15% |
| 4 | Consumer Discretionary | 13.49% |
| 5 | Consumer Staples | 7.11% |
