Montag & Caldwell, LLC Portfolio Holdings
Montag & Caldwell, LLC
- $490 Million
- Q3 2024
Montag & Caldwell, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $490 Million distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $30.7M, Alphabet Inc. with a value of $27.7M, Apple Inc. with a value of $25.5M, Amazon Com Inc with a value of $24.7M, and Zoetis Inc. with a value of $23.2M.
Examining the 13F form we can see an decrease of $4.21M in the current position value, from $494M to 490M.
Montag & Caldwell, LLC is based out at Atlanta, GA
Below you can find more details about Montag & Caldwell, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$490 Million
Technology: $163 Million
Healthcare: $97.8 Million
Financial Services: $61.4 Million
Communication Services: $59.7 Million
Consumer Cyclical: $55.6 Million
Consumer Defensive: $32.3 Million
ETFs: $11.6 Million
Basic Materials: $4.95 Million
Other: $3.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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