MBTD

Mechanics Bank - Trust Department Portfolio holdings

AUM $712M
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$836K
3
+$738K
4
JPM icon
JPMorgan Chase
JPM
+$607K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$538K

Top Sells

1
+$1.46M
2
+$911K
3
+$713K
4
SBUX icon
Starbucks
SBUX
+$597K
5
MO icon
Altria Group
MO
+$510K

Sector Composition

1 Technology 12.12%
2 Healthcare 11.98%
3 Consumer Staples 9.06%
4 Consumer Discretionary 6.14%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
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