MIM
Montgomery Investment Management Portfolio holdings
AUM
$258M
This Quarter Return
-1.29%
1 Year Return
+12.44%
3 Year Return
+77.66%
5 Year Return
+200.75%
10 Year Return
+347.84%
AUM
$209M
AUM Growth
+$209M
(+44%)
Cap. Flow
+$68.6M
Cap. Flow
% of AUM
32.77%
Top 10 Holdings %
Top 10 Hldgs %
54.37%
Holding
80
New
10
Increased
67
Reduced
1
Closed
1
Top Buys
| 1 |
Truist Financial
TFC
|
$8.54M |
| 2 |
APC
Anadarko Petroleum
APC
|
$4.09M |
| 3 |
IBM
IBM
|
$3.93M |
| 4 |
General Mills
GIS
|
$3.93M |
| 5 |
ConocoPhillips
COP
|
$3.65M |
Top Sells
| 1 |
BOLT
BOLT TECHNOLOGY CORPORATION
BOLT
|
$1.59M |
| 2 |
Darden Restaurants
DRI
|
$250K |
Sector Composition
| 1 | Energy | 24.08% |
| 2 | Industrials | 12.87% |
| 3 | Financials | 12.59% |
| 4 | Consumer Staples | 11% |
| 5 | Technology | 10.81% |