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 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 49% of the manager's regulatory AUM.

MONTAG & CALDWELL LLC StockAlpha

-3.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

MONTAG & CALDWELL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GOOGL 5.31% Tech -4.93% -0.14% 0 34%
FB 4.96% Tech -10.03% -0.38% 0 37%
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FEATURED IN
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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

MONTAG & CALDWELL LLC Contact Information

Phone Number: 404-836-7100
Fax Number: 404-836-7230
Website:

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