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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AVGOBroadcom Inc
| 3.83% | $92.883M 538,454 shares@ $172.51 avg price | Increased 878.59% |
CTASCintas Corp
| 1.2% | $29.107M 141,381 shares@ $205.88 avg price | Increased 294.85% |
WSMWilliams Sonoma Inc
| 1.17% | $28.246M 182,328 shares@ $154.93 avg price | Increased 97.98% |
IBMInternational Business Machs
| 1.11% | $26.901M 121,682 shares@ $221.08 avg price | Increased 5.17% |
ABBVAbbvie Inc
| 0.9% | $21.825M 110,516 shares@ $197.49 avg price | Increased 0.18% |
MDLZMondelez Intl Inc
| 0.78% | $18.733M 254,289 shares@ $73.68 avg price | Increased 73.02% |
DECKDeckers Outdoor Corp
| 0.74% | $17.941M 112,519 shares@ $159.46 avg price | Increased 494.12% |
PFEPfizer Inc
| 0.7% | $16.801M 580,545 shares@ $28.95 avg price | Increased 2.69% |
CSCOCisco Sys Inc
| 0.65% | $15.716M 295,303 shares@ $53.22 avg price | Increased 10.14% |
BURLBurlington Stores Inc
| 0.62% | $14.848M 56,354 shares@ $263.49 avg price | Increased 9.09% |