MBT

Monroe Bank & Trust Portfolio holdings

AUM $299M
1-Year Est. Return 8.4%
This Quarter Est. Return
1 Year Est. Return
+8.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 8.59%
2 Energy 6.39%
3 Financials 4.81%
4 Healthcare 4.37%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-16
327
-500