Montgomery Investment Management Inc

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Assets, Funds, Holdings

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Montgomery Investment Management Inc
CRD #105417
SEC #801-30150
CIK #
AUM $221.8 MM (71% Disc, 100% US)
Employees4 (50% Investors, 75% Brokers)
Phone301-897-9700
Address6229 Executive Blvd
Rockville, MD 20852
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
BBT 38,120.0 19.1
GIS 27,990.0 13.6
IBM 122,540.0 9.0
BBT 38,120.0 8.7
CVX 234,890.0 6.8
BAC 279,520.0 5.2
COP 74,720.0 5.2
DE 51,090.0 4.7
PSX 43,980.0 4.7
LGIH 1,340.0 3.4
View All
Holdings by Sector ($BB)
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