Mary T. Evans

@Logan Capital Management Inc

Latest period2024 - Q3

Reported1mo 13d ago

Managed Assets$2.427B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RFRegions Financial Corp New Recent Activity New Position	0.1%	$2.195M 94,084 shares@ $23.34 avg price	New Position
SNSharkninja Inc Recent Activity New Position	0.09%	$2.181M 20,061 shares@ $108.71 avg price	New Position
CASYCaseys Gen Stores Inc Recent Activity New Position	0.09%	$2.049M 5,454 shares@ $375.71 avg price	New Position
IEIIshares Tr Recent Activity New Position	0.01%	$98,435 823 shares@ $119.61 avg price	New Position
IGSBIshares Tr Recent Activity New Position	0.01%	$61,612 1,170 shares@ $52.66 avg price	New Position
SHYIshares Tr Recent Activity New Position	0.01%	$36,840 443 shares@ $83.17 avg price	New Position
IEFIshares Tr Recent Activity New Position	0.01%	$24,621 251 shares@ $98.1 avg price	New Position
FLOTIshares Tr Recent Activity New Position	0.01%	$24,606 482 shares@ $51.05 avg price	New Position
IBDRIshares Tr Recent Activity New Position	0.01%	$12,663 521 shares@ $24.31 avg price	New Position
IBTIIshares Tr Recent Activity New Position	0.01%	$12,648 562 shares@ $22.51 avg price	New Position