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Home > Institutional Investor > Logan Capital Management Inc > Profile

Instuitional Investor - Logan Capital Management Inc

Fund Profile
Filing Period:
Fund Name: Logan Capital Management Inc
Portfolio Value $2,146,002,266
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 740,671 $142,601,479 6.64%
2.
Microsoft Corp
 MSFT 201,339 $75,711,355 3.52%
3.
Broadcom Inc.
 AVGO 639,710 $71,407,992 3.32%
4.
Amazon Com Inc
 AMZN 393,982 $59,861,640 2.78%
5.
Advisors Ser Tr
 1,236,786 $49,891,936 2.32%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)