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
$618M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$1.42M
2 +$1.35M
3 +$888K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$676K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$555K

Sector Composition

1 Technology 14.09%
2 Healthcare 9.84%
3 Consumer Staples 7.37%
4 Consumer Discretionary 6.68%
5 Financials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$68K 0.01%
10,800
177
-10,366