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 |
---|---|---|---|
SHWSherwin Williams Co
| 1.45% | $35.028M 91,776 shares@ $381.68 avg price | Decreased -1.1% |
DKSDicks Sporting Goods Inc
| 1.35% | $32.743M 156,888 shares@ $208.71 avg price | Decreased -1.67% |
URIUnited Rentals Inc
| 1.25% | $30.26M 37,370 shares@ $809.74 avg price | Decreased -1.27% |
TTDThe Trade Desk Inc
| 1.23% | $29.745M 271,274 shares@ $109.65 avg price | Decreased -1.4% |
CTASCintas Corp
| 1.2% | $29.107M 141,381 shares@ $205.88 avg price | Increased 294.85% |
LLYEli Lilly & Co
| 1.18% | $28.632M 32,319 shares@ $885.94 avg price | Decreased -0.39% |
WSMWilliams Sonoma Inc
| 1.17% | $28.246M 182,328 shares@ $154.93 avg price | Increased 97.98% |
GOOGAlphabet Inc
| 1.17% | $28.198M 168,661 shares@ $167.2 avg price | Decreased -0.9% |
IBMInternational Business Machs
| 1.11% | $26.901M 121,682 shares@ $221.08 avg price | Increased 5.17% |
CVXChevron Corp New
| 1.09% | $26.314M 178,678 shares@ $147.27 avg price | Decreased -0.95% |