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
$1.24B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$34M
3
+$33M
4
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$266K 0.02%
+6,475
202
$263K 0.02%
+10,300
203
$258K 0.02%
+18,243
204
$256K 0.02%
+6,344
205
$254K 0.02%
+4,262
206
$249K 0.02%
+9,760
207
$240K 0.02%
+6,024
208
$237K 0.02%
+4,300
209
$236K 0.02%
+10,772
210
$236K 0.02%
+12,550
211
$236K 0.02%
+10,845
212
$233K 0.02%
+3,520
213
$233K 0.02%
+18,000
214
$232K 0.02%
+10,294
215
$231K 0.02%
+23,104
216
$228K 0.02%
+4,700
217
$228K 0.02%
+3,000
218
$224K 0.02%
+7,425
219
$221K 0.02%
+4,146
220
$220K 0.02%
+1,297
221
$216K 0.02%
+3,600
222
$216K 0.02%
+2,320
223
$213K 0.02%
+4,160
224
$207K 0.02%
+6,010
225
$205K 0.02%
+27,697
6 7 8
9
10