Montecito Bank & Trust has disclosed 278 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $587.00 Mil. The turnover rate is 14%.
In Montecito Bank & Trust's current portfolio as of 2024-09-30, the top 5 holdings are
iShares Russell 1000 Growth ETF (IWF), NVIDIA Corp (NVDA), Microsoft Corp (MSFT), Vanguard Intermediate-Term Bond ETF (BIV), iShares Core U.S. Aggregate Bond ETF (AGG), not including call and put options.
Montecito Bank & Trust did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Montecito Bank & Trust, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Montecito Bank & Trust, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Montecito Bank & Trust.