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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 $2,199,734,095
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 594,432 $132,041,231 6%
2.
Microsoft Corp
 MSFT 183,067 $68,721,468 3.12%
3.
Broadcom Inc.
 AVGO 408,593 $68,410,799 3.11%
4.
Amazon Com Inc
 AMZN 354,267 $67,402,839 3.06%
5.
Advisors Ser Tr
 1,214,150 $57,878,547 2.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)