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
$561M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.16M
3 +$1.61M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.37M
5
AMZN icon
Amazon
AMZN
+$693K

Top Sells

1 +$1.1M
2 +$1.06M
3 +$948K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$603K
5
T icon
AT&T
T
+$455K

Sector Composition

1 Technology 13.67%
2 Healthcare 11.34%
3 Consumer Staples 7.99%
4 Consumer Discretionary 6%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,100