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Bank of Marin Portfolio holdings

AUM $137M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$498K
3
+$461K
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$414K
5
DHR icon
Danaher
DHR
+$328K

Top Sells

1
+$503K
2
+$501K
3
+$447K
4
LAD icon
Lithia Motors
LAD
+$418K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$401K

Sector Composition

1 Technology 17.88%
2 Healthcare 14.73%
3 Financials 6.45%
4 Consumer Discretionary 5.64%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-7,712
127
– –
-15,949
128
– –
-8,256
129
– –
-932
130
– –
-1,627
2 3 4 5
6