MIM

Montgomery Investment Management Portfolio holdings

AUM $278M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$2.05M
3 +$516K
4
LOW icon
Lowe's Companies
LOW
+$317K
5
JBLU icon
JetBlue
JBLU
+$286K

Top Sells

1 +$1.61M
2 +$1.42M
3 +$1.36M
4
PNC icon
PNC Financial Services
PNC
+$1.36M
5
CVX icon
Chevron
CVX
+$1.14M

Sector Composition

1 Financials 20.12%
2 Energy 18.34%
3 Industrials 12.58%
4 Technology 11.06%
5 Consumer Staples 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-33,978