MPW

Monterey Private Wealth Portfolio holdings

AUM $339M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$12.1M
2 +$5.19M
3 +$304K
4
PFE icon
Pfizer
PFE
+$218K
5
IBM icon
IBM
IBM
+$212K

Sector Composition

1 Technology 9.96%
2 Financials 6.45%
3 Communication Services 3.95%
4 Consumer Discretionary 3.46%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,483
102
-2,511