MIM

Montgomery Investment Management Portfolio holdings

AUM $278M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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 +$8.27M
2 +$4.32M
3 +$4.07M
4
GIS icon
General Mills
GIS
+$3.81M
5
COP icon
ConocoPhillips
COP
+$3.69M

Top Sells

1 +$1.59M
2 +$231K

Sector Composition

1 Energy 24.08%
2 Financials 12.51%
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
-72,300