MBT
Montecito Bank & Trust Portfolio holdings
AUM
$565M
1-Year Return
7.59%
This Quarter Return
-1.57%
1 Year Return
+7.59%
3 Year Return
+30.68%
5 Year Return
+122.94%
10 Year Return
+176.73%
AUM
$201M
AUM Growth
+$0
(0%)
Cap. Flow
-$1.77K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
44.46%
Holding
159
New
–
Increased
–
Reduced
1
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.77K |
Sector Composition
| 1 | Healthcare | 6.34% |
| 2 | Energy | 4.25% |
| 3 | Technology | 3.76% |
| 4 | Consumer Staples | 3.22% |
| 5 | Financials | 3.13% |
