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
$1.74B
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.93M
3
+$2.86M
4
COIN icon
Coinbase
COIN
+$2.57M
5
A icon
Agilent Technologies
A
+$2.4M

Top Sells

1
+$12.6M
2
+$6.6M
3
+$5.33M
4
T icon
AT&T
T
+$3.63M
5
SHEL icon
Shell
SHEL
+$3.52M

Sector Composition

1 Technology 27.81%
2 Healthcare 14.32%
3 Consumer Discretionary 12.76%
4 Financials 11.23%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.13M 0.06%
6,203
+1,809
202
$1.11M 0.06%
26,274
-3,021
203
$1.11M 0.06%
40,488
-2,970
204
$1.1M 0.06%
2,420
205
$1.07M 0.06%
96,570
-3,830
206
$1.04M 0.06%
7,242
+2,683
207
$1.01M 0.06%
24,834
208
$995K 0.06%
6,500
209
$990K 0.06%
19,167
210
$989K 0.06%
3,624
+281
211
$959K 0.06%
+71,441
212
$956K 0.05%
17,654
213
$950K 0.05%
1,983
214
$924K 0.05%
16,974
215
$917K 0.05%
10,705
+25
216
$916K 0.05%
11,164
217
$912K 0.05%
8,511
+992
218
$887K 0.05%
7,841
-717
219
$853K 0.05%
1,983
+269
220
$831K 0.05%
6,508
+542
221
$820K 0.05%
19,672
+1,263
222
$815K 0.05%
20,799
+2,202
223
$800K 0.05%
6,387
224
$788K 0.05%
4,293
-482
225
$755K 0.04%
69,500
7 8
9
10 11