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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 $573,241,790
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 104,268 $39,208,938 6.83%
2.
Alphabet Inc.
 GOOG 233,910 $32,674,888 5.7%
3.
Amazon Com Inc
 AMZN 181,492 $27,575,894 4.81%
4.
Netflix Inc
 NFLX 49,655 $24,176,026 4.21%
5.
Unitedhealth Group Inc
 UNH 43,996 $23,162,574 4.04%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)