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
$261M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$206K
3
+$175K
4
URI icon
United Rentals
URI
+$165K
5
DE icon
Deere & Co
DE
+$157K

Top Sells

1
+$87.3K
2
+$39.7K
3
+$32.4K
4
NEE icon
NextEra Energy
NEE
+$30.2K
5
GL icon
Globe Life
GL
+$29K

Sector Composition

1 Consumer Discretionary 20.51%
2 Industrials 19.41%
3 Financials 16.38%
4 Energy 12.6%
5 Technology 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.1%
18,749
-1,000
77
$248K 0.09%
3,000
78
$228K 0.09%
3,700
79
$213K 0.08%
1,600
80
$209K 0.08%
+4,672
81
$114K 0.04%
12,285
82
$49K 0.02%
3,500
1 2 3
4