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
$312M
AUM Growth
+$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 4.7%
2 Healthcare 4.68%
3 Technology 4.64%
4 Industrials 3.29%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-10,477