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
$270M
AUM Growth
+$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$229K
2 +$201K
3 +$157K
4
SNV icon
Synovus
SNV
+$132K
5
BAC icon
Bank of America
BAC
+$124K

Top Sells

1 +$308K
2 +$306K
3 +$228K
4
DE icon
Deere & Co
DE
+$212K
5
LEN icon
Lennar Class A
LEN
+$197K

Sector Composition

1 Consumer Discretionary 20.45%
2 Industrials 18.92%
3 Financials 15.71%
4 Energy 13.55%
5 Technology 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$254K 0.09%
700
77
$248K 0.09%
3,000
78
$236K 0.09%
4,672
79
$229K 0.08%
+1,000
80
$220K 0.08%
1,600
81
$201K 0.07%
+1,600
82
$118K 0.04%
12,285
83
$40K 0.01%
3,500
84
-3,700