MONTAG & CALDWELL LLC Overview
Montag & Caldwell Llc is an investment advisor that manages 9.8 BN dollars in regulatory AUM and has 29 employees, of which 19 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/20. The fund's latest filing disclosed 2BN in positions, representing 15% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/20. The fund's latest filing disclosed 2BN in positions, representing 15% of the manager's regulatory AUM.
MONTAG & CALDWELL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MONTAG & CALDWELL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.5% | Tech | -1.3% | -0.54% | 0 | 52% | ||
| AAPL | 5.37% | Tech | 17.36% | 0.55% | 0 | 45% | ||
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FEATURED IN
MONTAG & CALDWELL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ronald E. Canakaris | Chairman, Cio, Manager | March-1972 |
| William A. Vogel | Ceo, President, Manager | February-1988 |
| Rebecca M. Keister | Executive Vice President, Chief Compliance Officer, Secretary | December-2004 |
| Janet B. Bunch | Executive Vice President, Manager | January-2006 |
| Brian W. Stahl | Vice President, Treasurer | January-1999 |
| Charles E. Markwalter | Senior Vice President | January-2014 |
| George M. Northrop | Senior Vice President | March-2014 |
| Charles J. Hagood | Senior Vice President | January-2014 |
| Andrew W. Jung | Vice President And Co-Director Of Research | January-2015 |
| Michael S. Thompson | Vice President And Co-Director Of Research | January-2015 |
MONTAG & CALDWELL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
MONTAG & CALDWELL LLC Investment Strategy
MONTAG & CALDWELL LLC Portfolio Concentration
MONTAG & CALDWELL LLC Location
3455 PEACHTREE RD NE STE 1200
ATLANTA, Georgia
UNITED STATES, 30326-4202
ATLANTA, Georgia
UNITED STATES, 30326-4202
MONTAG & CALDWELL LLC Contact Information
Phone Number: 404-836-7100
Fax Number: 404-836-7230
Website: http://www.montag.com
Fax Number: 404-836-7230
Website: http://www.montag.com
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