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
$1.94B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$9.01M
3
+$7.63M
4
MSFT icon
Microsoft
MSFT
+$7.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.24M

Top Sells

1
+$4.34M
2
+$4.08M
3
+$2.44M
4
TFC icon
Truist Financial
TFC
+$1.74M
5
RHI icon
Robert Half
RHI
+$1.65M

Sector Composition

1 Technology 25.51%
2 Healthcare 14.07%
3 Consumer Discretionary 12.42%
4 Industrials 11.48%
5 Financials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.44M 0.07%
13,839
-50
202
$1.42M 0.07%
13,508
-1,872
203
$1.38M 0.07%
33,315
-3,879
204
$1.38M 0.07%
60,260
205
$1.36M 0.07%
39,760
-728
206
$1.36M 0.07%
18,570
207
$1.32M 0.07%
50,427
208
$1.3M 0.07%
13,978
+152
209
$1.29M 0.07%
29,988
+1,365
210
$1.21M 0.06%
16,596
-3,666
211
$1.2M 0.06%
25,969
-35
212
$1.17M 0.06%
24,834
213
$1.15M 0.06%
25,228
+23,074
214
$1.15M 0.06%
25,199
+4,035
215
$1.09M 0.06%
7,184
-43
216
$1.09M 0.06%
18,470
217
$1.05M 0.05%
+11,575
218
$1.02M 0.05%
8,456
-1,838
219
$999K 0.05%
12,850
+791
220
$986K 0.05%
12,519
+11,248
221
$971K 0.05%
2,128
+80
222
$937K 0.05%
4,372
+117
223
$936K 0.05%
90,455
-6,480
224
$933K 0.05%
6,500
225
$907K 0.05%
69,500
7 8
9
10 11