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 |
---|---|---|---|
MTDMettler Toledo International
| 1.08% | $26.183M 17,459 shares@ $1499.7 avg price | Decreased -0.84% |
GOOGLAlphabet Inc
| 1.04% | $25.065M 151,131 shares@ $165.85 avg price | Decreased -1.88% |
JPMJpmorgan Chase & Co.
| 0.98% | $23.677M 112,286 shares@ $210.86 avg price | Decreased -12.89% |
ABBVAbbvie Inc
| 0.9% | $21.825M 110,516 shares@ $197.49 avg price | Increased 0.18% |
HDHome Depot Inc
| 0.89% | $21.561M 53,211 shares@ $405.21 avg price | Decreased -3.2% |
ACNAccenture Plc Ireland
| 0.87% | $21.058M 59,573 shares@ $353.49 avg price | Decreased -2.64% |
PGProcter And Gamble Co
| 0.83% | $20.044M 115,725 shares@ $173.21 avg price | Decreased -27.98% |
ODFLOld Dominion Freight Line In
| 0.83% | $19.995M 100,659 shares@ $198.65 avg price | Decreased -1.57% |
ZTSZoetis Inc
| 0.81% | $19.578M 100,203 shares@ $195.38 avg price | Decreased -2.53% |
FASTFastenal Co
| 0.78% | $18.806M 263,311 shares@ $71.42 avg price | Decreased -1.22% |