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
$209M
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$8.54M
2 +$4.09M
3 +$3.93M
4
GIS icon
General Mills
GIS
+$3.93M
5
COP icon
ConocoPhillips
COP
+$3.65M

Top Sells

1 +$1.59M
2 +$250K

Sector Composition

1 Energy 24.08%
2 Financials 12.59%
3 Consumer Staples 11%
4 Industrials 10.83%
5 Technology 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$21K 0.01%
+15,005
77
-72,300