MONTAG & CALDWELL, LLC
3455 PEACHTREE ROAD NE, ATLANTA, Georgia, 30326, (404) 836-7129
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 105 |
| New Positions | 4 |
| Increased Positions | 55 |
| Decreased Positions | 40 |
| Positions with Activity | 95 |
| Sold Out Positions | 6 |
| Total Mkt Value (in $ millions) |
13,867 |
Sector Weighting
| Basic Materials | 3.85% |
| Capital Goods | 0.02% |
| Conglomerates | 0.01% |
| Consumer Cyclical | 4.29% |
| Consumer/Non-Cyclical | 25.53% |
| Energy | 6.73% |
| Financial | 12.25% |
| Healthcare | 18.32% |
| Services | 9.63% |
| Technology | 13.38% |
| Transportation | 6% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
6 Sold Out Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| BROADCOM CORP | CL A | -406 | Sold Out | 0 | |
| FRESH MKT INC | COM | -572 | Sold Out | 0 | |
| LAS VEGAS SANDS CORP | COM | -124,099 | Sold Out | 0 | |
| NVIDIA CORP | COM | -670 | Sold Out | 0 | |
| SM ENERGY CO | COM | -514 | Sold Out | 0 | |
| STARWOOD HOTELS&RESORTS WRLDWD | COM | -6,454 | Sold Out | 0 |
Latest News Headlines
Protests Held Against Monsanto's Genetically Modified Seeds 8:46PM ET - Dow Jones Business News
Missouri Highway Overpass Collapses After Rail Collision 7:48PM ET - Dow Jones Business News
SHAREHOLDER ALERT: Pomerantz Law Firm Has Filed a Class Action Against Intuitive Surgical, Inc. and 7:31PM ET - GlobeNewswire
Multimedia Release -- Military Families Get a Memorial Day Surprise From Outback Steakhouse(R) and 10:00AM ET - GlobeNewswire
BP, Shell, Statoil in U.S. Lawsuit Over Alleged Oil Manipulation -FT 8:29AM ET - Dow Jones Business News
View All