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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
$142M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$557K
3
+$386K
4
BLDR icon
Builders FirstSource
BLDR
+$353K
5
MKL icon
Markel Group
MKL
+$329K

Top Sells

1
+$498K
2
+$474K
3
+$417K
4
ELV icon
Elevance Health
ELV
+$244K
5
JNJ icon
Johnson & Johnson
JNJ
+$233K

Sector Composition

1 Technology 21.53%
2 Healthcare 7.22%
3 Financials 6.83%
4 Consumer Discretionary 4.57%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.17%
2,285
+104
127
$234K 0.17%
2,045
-117
128
$233K 0.16%
+2,344
129
$203K 0.14%
1,008
+52
130
$201K 0.14%
+1,200
131
– –
-1,381
132
– –
-2,089
133
– –
-9,249
134
– –
-1,524
2 3 4 5
6