LOGAN CAPITAL MANAGEMENT INC
SIX COULTER AVENUE, ARDMORE, Pennsylvania, 19003, (215) 569-1100
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 262 |
| New Positions | 11 |
| Increased Positions | 141 |
| Decreased Positions | 60 |
| Positions with Activity | 201 |
| Sold Out Positions | 10 |
| Total Mkt Value (in $ millions) |
1,428 |
Sector Weighting
| Basic Materials | 6.86% |
| Capital Goods | 9.25% |
| Conglomerates | 1.25% |
| Consumer Cyclical | 4.79% |
| Consumer/Non-Cyclical | 8.58% |
| Energy | 7% |
| Financial | 8.11% |
| Healthcare | 7.81% |
| Services | 21.24% |
| Technology | 23.28% |
| Transportation | 0.76% |
| Utilities | 0.68% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
262 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| PRICELINE COM INC | COM NEW | 42,112 | 558 | 1.34 | 50,444 |
| APPLE INC | COM | 39,865 | 307 | .78 | 92,329 |
| STARBUCKS CORP | COM | 34,852 | 734 | 2.15 | 519,442 |
| PRECISION CASTPARTS CORP | COM | 33,808 | 650 | 1.96 | 152,520 |
| AMAZON COM INC | COM | 32,792 | 669 | 2.08 | 116,384 |
| RALPH LAUREN CORP | CL A | 31,836 | 668 | 2.14 | 177,954 |
| MASTERCARD INC | CL A | 30,701 | 515 | 1.71 | 52,533 |
| CUMMINS INC | COM | 29,084 | 589 | 2.07 | 247,801 |
| AMPHENOL CORP NEW | CL A | 27,913 | 453 | 1.65 | 352,077 |
| FLOWSERVE CORP | COM | 24,994 | 548 | 2.24 | 150,593 |
| SHERWIN WILLIAMS CO | COM | 24,834 | 450 | 1.84 | 134,747 |
| GOOGLE INC | CL A | 24,784 | 449 | 1.84 | 27,519 |
| DEERE & CO | COM | 24,587 | 557 | 2.32 | 289,260 |
| CITRIX SYS INC | COM | 24,365 | 431 | 1.80 | 391,717 |
| HOME DEPOT INC | COM | 24,009 | 533 | 2.27 | 311,033 |
| GENERAL ELECTRIC CO | COM | 23,361 | -805 | (3.33) | 960,153 |
| LAUDER ESTEE COS INC | CL A | 22,851 | 475 | 2.12 | 327,759 |
| ORACLE CORP | COM | 21,527 | 359 | 1.70 | 625,791 |
| CHEVRON CORP NEW | COM | 20,879 | -649 | (3.01) | 171,814 |
| NETFLIX INC | COM | 20,610 | 288 | 1.42 | 90,069 |
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