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
$223M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 6.53%
2 Consumer Staples 5.6%
3 Technology 4.39%
4 Financials 3.78%
5 Industrials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,520
177
-2,662
178
-3,448
179
-6,900
180
-8,495