MIM
Montgomery Investment Management Portfolio holdings
AUM
$293M
1-Year Est. Return
29.38%
This Fund
S&P 500
1 Year Est. Return
+29.38%
AUM
$293M
AUM Growth
+$15.2M
(+5.5%)
Holding
104
Top Buys
| 1 | +$2.32M | |
| 2 | +$984K | |
| 3 | +$628K | |
| 4 |
Comfort Systems
FIX
|
+$571K |
| 5 |
Palantir
PLTR
|
+$460K |
Top Sells
| 1 | +$3.02M | |
| 2 | +$2.33M | |
| 3 | +$676K | |
| 4 |
Lennar Class B
LEN.B
|
+$141K |
| 5 |
HP
HPQ
|
+$133K |
Sector Composition
| 1 | Industrials | 28.06% |
| 2 | Energy | 19.95% |
| 3 | Technology | 11.71% |
| 4 | Financials | 10.11% |
| 5 | Consumer Discretionary | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Tesla
TSLA
$1.64T
| $230K | 0.08% |
620
|
|
||
102
Federal Realty Investment Trust
FRT
$10.3B
| $221K | 0.08% |
+2,080
|
|
||
103
Union Pacific
UNP
$156B
| $218K | 0.07% |
900
|
|
||
|
SNV
104
DELISTED
Synovus
SNV
| – | – |
-46,643
|
|