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
$2.15B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$3.87M
3
+$3.62M
4
LOGI icon
Logitech
LOGI
+$3.31M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M

Top Sells

1
+$11.3M
2
+$5.19M
3
+$5.17M
4
PG icon
Procter & Gamble
PG
+$4.31M
5
AAPL icon
Apple
AAPL
+$3.93M

Sector Composition

1 Technology 27.12%
2 Consumer Discretionary 14.23%
3 Industrials 11.97%
4 Healthcare 11.55%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.3M 0.06%
7,622
202
$1.28M 0.06%
24,438
-231
203
$1.28M 0.06%
40,550
204
$1.23M 0.06%
46,857
-3,275
205
$1.18M 0.06%
8,407
+483
206
$1.17M 0.05%
6,695
-1,219
207
$1.16M 0.05%
6,500
208
$1.12M 0.05%
14,101
209
$1.11M 0.05%
50,427
210
$1.05M 0.05%
18,570
211
$1.02M 0.05%
25,219
212
$960K 0.04%
6,639
-812
213
$957K 0.04%
69,500
214
$914K 0.04%
3,053
-11
215
$905K 0.04%
26,069
+1,298
216
$885K 0.04%
18,469
217
$868K 0.04%
23,780
-1,064
218
$866K 0.04%
62,225
+3,235
219
$847K 0.04%
5,753
220
$845K 0.04%
20,510
221
$829K 0.04%
7,200
222
$828K 0.04%
9,227
+411
223
$810K 0.04%
8,653
-1,590
224
$790K 0.04%
25,946
225
$773K 0.04%
6,093
7 8
9
10 11