MIM

Montgomery Investment Management Portfolio holdings

AUM $258M
1-Year Est. Return 12.44%
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$357K
2 +$329K
3 +$268K
4
IBM icon
IBM
IBM
+$203K
5
T icon
AT&T
T
+$201K

Top Sells

1 +$268K
2 +$226K
3 +$201K
4
RIG icon
Transocean
RIG
+$150K
5
MCD icon
McDonald's
MCD
+$85.7K

Sector Composition

1 Energy 23.5%
2 Financials 13.96%
3 Consumer Staples 12%
4 Technology 10.93%
5 Industrials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,000
77
-18,760