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Home > Institutional Investor > Montag & Caldwell, Llc > Profile

Instuitional Investor - Montag & Caldwell, Llc

Fund Profile
Filing Period:
Fund Name: Montag & Caldwell, Llc
Portfolio Value $468,700,003
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 153,387 $29,036,159 6.19%
2.
Amazon Com Inc
 AMZN 121,420 $26,638,334 5.68%
3.
Apple Inc.
 AAPL 101,639 $25,452,438 5.43%
4.
Microsoft Corp
 MSFT 55,479 $23,384,398 4.98%
5.
Nvidia Corp
 NVDA 159,575 $21,429,327 4.57%
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)