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
$1.26B
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.86M
3
+$6.57M
4
META icon
Meta Platforms (Facebook)
META
+$4.63M
5
AYI icon
Acuity Brands
AYI
+$3.86M

Top Sells

1
+$11.5M
2
+$8.06M
3
+$7.72M
4
PII icon
Polaris
PII
+$5.78M
5
BIIB icon
Biogen
BIIB
+$3.5M

Sector Composition

1 Technology 18.14%
2 Consumer Discretionary 17.21%
3 Industrials 12.77%
4 Healthcare 12.65%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$610K 0.05%
25,171
+35
202
$608K 0.05%
11,690
203
$606K 0.05%
39,328
204
$604K 0.05%
11,263
+1,531
205
$600K 0.05%
17,288
206
$599K 0.05%
30,255
207
$587K 0.05%
16,000
208
$580K 0.05%
60,450
-804,100
209
$574K 0.05%
19,041
+36
210
$573K 0.05%
17,412
+50
211
$571K 0.05%
5,281
-140
212
$557K 0.04%
10,200
+600
213
$555K 0.04%
17,302
-1,893
214
$553K 0.04%
27,226
-245
215
$546K 0.04%
53,596
216
$527K 0.04%
21,098
+8,200
217
$518K 0.04%
15,909
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218
$495K 0.04%
6,172
219
$485K 0.04%
14,492
220
$476K 0.04%
2,350
221
$472K 0.04%
5,511
222
$471K 0.04%
2,420
223
$464K 0.04%
7,152
224
$442K 0.04%
12,190
225
$440K 0.04%
6,807
+2,400
7 8
9
10 11