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
$123M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$554K
2 +$147K

Top Sells

1 +$5.62M
2 +$4.11M
3 +$3.28M
4
TFC icon
Truist Financial
TFC
+$3.05M
5
AAPL icon
Apple
AAPL
+$2.9M

Sector Composition

1 Energy 26.12%
2 Consumer Staples 13.25%
3 Technology 11.52%
4 Financials 10.07%
5 Materials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,326
77
-4,800