LC
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LOGAN CAPITAL MANAGEMENT INC13F | |
| LOGAN CAPITAL MANAGEMENT INC | |
| Last update 2025-05-16 | 572 Stocks (46 new) |
| Value $2.20 Bil | Turnover 3 % |
LOGAN CAPITAL MANAGEMENT INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 594,432 | 132,041.2 | -5.61% | 6.000 | -0.37% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
MSFT | Microsoft Corp | 183,067 | 68,721.5 | -1.26% | 3.120 | -0.04% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AVGO | Broadcom Inc | 408,593 | 68,410.8 | -14.40% | 3.110 | -0.67% | 0.010 | +51.16% | +18.99% | 1,290,538.4 | Semiconductors | |
AMZN | Amazon.com Inc | 354,267 | 67,402.8 | -0.84% | 3.060 | -0.03% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
LCLG |
Logan Capital Broad Innovative Growth ETF
Logan Capital Broad Innovative Growth ETF
| 1,214,150 | 57,878.6 | -0.30% | 2.630 | -0.01% | 84.910 | +19.83% | +6.18% | 81.6 | ||
MA | Mastercard Inc | 97,033 | 53,185.9 | +0.69% | 2.420 | +0.02% | 0.010 | +8.08% | +4.95% | 499,608.6 | Credit Services | |
META | Meta Platforms Inc | 84,618 | 48,770.3 | -1.63% | 2.220 | -0.03% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
NFLX | Netflix Inc | 51,051 | 47,606.6 | -10.78% | 2.160 | -0.23% | 0.010 | +35.59% | +39.69% | 529,883.0 | Media - Diversified | |
KLAC | KLA Corp | 55,305 | 37,596.1 | +0.16% | 1.710 | 0% | 0.040 | +38.28% | +47.42% | 122,267.8 | Semiconductors | |
APH | Amphenol Corp | 572,298 | 37,537.0 | +8.09% | 1.710 | +0.13% | 0.050 | +51.28% | +42.82% | 119,460.0 | Hardware |
LOGAN CAPITAL MANAGEMENT INC's Historical Top Holdings Breakdowns
LOGAN CAPITAL MANAGEMENT INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.67% | 167.43 ($211.65) 244.7 | $274.38 | 29.64% | Reduce -14.4% | 408,593 | -68,730 | |
FLEX | Flex Ltd | 2025-03-31 | Add Add | +0.60% | 32.92 ($39.18) 44.46 | $52.19 | 33.21% | Add 592.16% | 463,622 | 396,640 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | Reduce Reduce | -0.43% | 217.4 ($244.61) 264.74 | $283.59 | 15.94% | Reduce -39.01% | 72,962 | -46,659 | |
JNJ | Johnson & Johnson | 2025-03-31 | Add Add | +0.43% | 142.06 ($156.47) 167.7 | $156.90 | 0.27% | Add 119.06% | 105,885 | 57,549 | |
VZ | Verizon Communications Inc | 2025-03-31 | Add Add | +0.43% | 37.81 ($41.63) 46.49 | $41.62 | -0.02% | Add 162.82% | 333,710 | 206,738 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.37% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -5.61% | 594,432 | -35,361 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce Reduce | -0.29% | 377.84 ($428.84) 464.11 | $363.35 | -15.27% | Reduce -59.95% | 10,447 | -15,640 | |
MDT | Medtronic PLC | 2025-03-31 | Reduce Reduce | -0.29% | 79.84 ($89.48) 94.5 | $89.92 | 0.49% | Reduce -78.97% | 23,432 | -87,990 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.24% | 225.19 ($254.94) 279.95 | $286.86 | 12.52% | Reduce -21.59% | 87,255 | -24,031 | |
MDLZ | Mondelez International Inc | 2025-03-31 | Add Add | +0.24% | 56.12 ($61.63) 68.15 | $67.18 | 9.01% | Add 33.68% | 307,343 | 77,427 |
LOGAN CAPITAL MANAGEMENT INC Total Holding History ($B)
LOGAN CAPITAL MANAGEMENT INC's Asset Allocation
LOGAN CAPITAL MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LOGAN CAPITAL MANAGEMENT INC's Hypothetical Growth since 2025-03-31
LOGAN CAPITAL MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LOGAN CAPITAL MANAGEMENT INC's Holdings Heat Map
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LOGAN CAPITAL MANAGEMENT INC's Holdings Bubble Chart
LOGAN CAPITAL MANAGEMENT INC News
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