BOM

Bank of Marin Portfolio holdings

AUM $145M
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.4M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$808K
2 +$646K
3 +$632K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$563K
5
BABA icon
Alibaba
BABA
+$559K

Top Sells

1 +$8.01M
2 +$785K
3 +$782K
4
INST
Instructure, Inc.
INST
+$559K
5
HXL icon
Hexcel
HXL
+$489K

Sector Composition

1 Technology 15.66%
2 Healthcare 13.69%
3 Financials 7.43%
4 Consumer Discretionary 6.02%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-11,596
127
-6,667