MBT

Montecito Bank & Trust Portfolio holdings

AUM $644M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.2M
3 +$1.95M
4
SCHW icon
Charles Schwab
SCHW
+$1.54M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.48M

Sector Composition

1 Technology 9.26%
2 Industrials 6.18%
3 Healthcare 6.16%
4 Financials 5.35%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,150
252
-14,535
253
-5,174
254
-4,175
255
-5,990