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
$199M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$268K
2 +$89K
3 +$69K
4
CVX icon
Chevron
CVX
+$50.4K
5
IBM icon
IBM
IBM
+$22.4K

Top Sells

1 +$9.13M
2 +$162K
3 +$93.6K
4
DRI icon
Darden Restaurants
DRI
+$56.8K
5
APC
Anadarko Petroleum
APC
+$49.7K

Sector Composition

1 Energy 23.52%
2 Financials 13.13%
3 Consumer Staples 12.12%
4 Technology 10.57%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$9K ﹤0.01%
15,005