MONTGOMERY INVESTMENT MANAGEMENT INC
MONTGOMERY INVESTMENT MANAGEMENT INC runs MONTGOMERY INVESTMENT MANAGEMENT INC and currently holds 103 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $293.09M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MONTGOMERY INVESTMENT MANAGEMENT INC ranks #806 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MONTGOMERY INVESTMENT MANAGEMENT INC's portfolio at MONTGOMERY INVESTMENT MANAGEMENT INC has delivered returns of +17.52%. Their 3-year annualized return is +46.90%. Looking at the 5-year horizon, MONTGOMERY INVESTMENT MANAGEMENT INC has achieved +62.71% annualized returns at MONTGOMERY INVESTMENT MANAGEMENT INC.
Portfolio Value
$293.09M
Alpha Score
43.2
#806 of 1000
Holdings
103
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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