BOM

Bank of Marin Portfolio holdings

AUM $133M
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$379K
2 +$246K
3 +$241K
4
MSFT icon
Microsoft
MSFT
+$223K
5
BLDR icon
Builders FirstSource
BLDR
+$212K

Top Sells

1 +$339K
2 +$332K
3 +$253K
4
DUK icon
Duke Energy
DUK
+$209K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$100K

Sector Composition

1 Technology 21.35%
2 Healthcare 9.01%
3 Financials 6.21%
4 Consumer Discretionary 4.99%
5 Communication Services 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,965
127
-1,777
128
-1,809
129
-4,249