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
$2.09B
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.86M
3
+$2.28M
4
GSK icon
GSK
GSK
+$2.14M
5
JPM icon
JPMorgan Chase
JPM
+$1.24M

Top Sells

1
+$5.82M
2
+$5.75M
3
+$5.47M
4
CSX icon
CSX Corp
CSX
+$4.67M
5
AVGO icon
Broadcom
AVGO
+$4.19M

Sector Composition

1 Technology 28.27%
2 Consumer Discretionary 13.11%
3 Healthcare 12.24%
4 Industrials 11.79%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.16M 0.06%
7,159
202
$1.14M 0.05%
25,228
203
$1.12M 0.05%
40,550
204
$1.11M 0.05%
7,822
205
$1.11M 0.05%
7,924
+43
206
$1.1M 0.05%
14,101
207
$1.1M 0.05%
18,570
208
$1.08M 0.05%
31,860
-23
209
$1.07M 0.05%
6,773
+968
210
$1.07M 0.05%
1,984
-14
211
$1.06M 0.05%
18,470
212
$1.05M 0.05%
16,037
213
$1.04M 0.05%
24,844
-8,170
214
$960K 0.05%
8,430
-230
215
$951K 0.05%
6,500
216
$931K 0.04%
24,771
+132
217
$912K 0.04%
50,427
218
$909K 0.04%
25,946
-19,885
219
$900K 0.04%
8,816
-5,162
220
$826K 0.04%
15,539
-14,449
221
$818K 0.04%
7,200
222
$795K 0.04%
69,500
223
$781K 0.04%
2,561
-41
224
$762K 0.04%
20,510
225
$761K 0.04%
9,717
+35
7 8
9
10 11