Bank Of Marin has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $121 Million distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $7.56M, Apple Inc. with a value of $6.5M, Technology Sector Spdr with a value of $4.85M, Vanguard Index Fds S&P 500 ETF with a value of $3.32M, and Select Sector Spdr Fund Health with a value of $3.25M.

Examining the 13F form we can see an increase of $6.79M in the current position value, from $115M to 121M.

Bank Of Marin is based out at Novato, CA

Below you can find more details about Bank Of Marin portfolio as well as his latest detailed transactions.

Portfolio value $121 Million
ETFs: $57 Million
Technology: $25.8 Million
Healthcare: $12.3 Million
Financial Services: $7.54 Million
Consumer Cyclical: $5.89 Million
Communication Services: $4.26 Million
Consumer Defensive: $3.29 Million
Industrials: $2.76 Million
Other: $2.65 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $121 Million
  • Prior Value $115 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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