BOM

Bank of Marin Portfolio holdings

AUM $142M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$530K
2 +$492K
3 +$463K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$446K
5
GTLB icon
GitLab
GTLB
+$283K

Top Sells

1 +$712K
2 +$484K
3 +$353K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$335K
5
AAPL icon
Apple
AAPL
+$334K

Sector Composition

1 Technology 21.89%
2 Healthcare 9.62%
3 Financials 6.14%
4 Consumer Discretionary 4.78%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-833