Montecito Bank & Trust has filed its 13F form on April 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $497 Million distributed in 419 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $29.1M, Nvidia Corp with a value of $21.1M, Microsoft Corp with a value of $19.5M, Ishares Core S&P 500 ETF with a value of $13.9M, and Ishares U.S. Treasury Bond ETF with a value of $11.8M.
Examining the 13F form we can see an increase of $34.1M in the current position value, from $463M to 497M.
Below you can find more details about Montecito Bank & Trust portfolio as well as his latest detailed transactions.
Portfolio value
$497 Million
ETFs: $290 Million
Technology: $61 Million
Healthcare: $31.8 Million
Consumer Defensive: $24.5 Million
Industrials: $22.9 Million
Financial Services: $18.7 Million
Communication Services: $16 Million
Energy: $12.5 Million
Other: $19.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions