MIM

Montgomery Investment Management Portfolio holdings

AUM $284M
1-Year Est. Return 12.8%
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$15.4M
3 +$12.3M
4
CVX icon
Chevron
CVX
+$8.82M
5
COP icon
ConocoPhillips
COP
+$7.86M

Top Sells

No sells this quarter

Sector Composition

1 Energy 23.98%
2 Technology 13.73%
3 Consumer Staples 11.44%
4 Financials 8.36%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$215K 0.12%
+8,600
77
$207K 0.11%
+4,160
78
$201K 0.11%
+3,900
79
$77K 0.04%
+12,000