MBTD

Mechanics Bank - Trust Department Portfolio holdings

AUM $764M
1-Year Est. Return 18.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$922K
3 +$604K
4
WFC icon
Wells Fargo
WFC
+$545K
5
JPM icon
JPMorgan Chase
JPM
+$516K

Top Sells

1 +$2.29M
2 +$1.86M
3 +$1.39M
4
XOM icon
Exxon Mobil
XOM
+$1.33M
5
BAX icon
Baxter International
BAX
+$1.21M

Sector Composition

1 Healthcare 22.22%
2 Consumer Staples 15.86%
3 Energy 13.15%
4 Technology 10.28%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,890
127
-8,008