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Mary T. Evans

@Logan Capital Management Inc

Latest period2024 - Q3ReportedManaged Assets$2.427BTotal holdings474
Assets growth rate4.67%Assets growth rate (2-Q avg)1.96%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Logan Capital Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 474 positions.

Assets under management

The assets under management (AUM) of Logan Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.427B in assets, with a quarterly growth rate of 4.67% and a 2-quarter average growth rate of 1.96%. The portfolio is managed by Mary T. Evans, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -3.55%
6.49%
$157.312M
675,158 shares@ $233.0 avg price
AVGOBroadcom Inc
Recent Activity
Increased 878.59%
3.83%
$92.883M
538,454 shares@ $172.51 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.05%
3.46%
$83.771M
194,681 shares@ $430.31 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.44%
2.94%
$71.152M
381,860 shares@ $186.34 avg price
LCLGAdvisors Ser Tr
Recent Activity
Decreased -0.11%
2.47%
$59.754M
1.221M shares@ $48.94 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.28%
2.18%
$52.739M
92,131 shares@ $572.44 avg price
MAMastercard Incorporated
Recent Activity
Decreased -2.04%
2.08%
$50.24M
101,742 shares@ $493.8 avg price
KLACKla Corp
Recent Activity
Decreased -1.25%
1.98%
$48.028M
62,019 shares@ $774.41 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.48%
1.81%
$43.909M
61,908 shares@ $709.27 avg price
APHAmphenol Corp New
Recent Activity
Decreased -1.44%
1.53%
$37.057M
568,710 shares@ $65.16 avg price