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
$199M
AUM Growth
-$7.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$586K
2 +$269K
3 +$267K
4
LRCX icon
Lam Research
LRCX
+$232K
5
T icon
AT&T
T
+$225K

Sector Composition

1 Financials 10.06%
2 Technology 9.33%
3 Consumer Discretionary 2.79%
4 Consumer Staples 2.58%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,089
102
-3,879
103
-4,040
104
-17,593