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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
53
7
2
2
3
0
38
5
1
MONTECITO BANK TRUST

Time Period2019-06-30

Total Holdings210

Total Value ($x1000)331,037
Activities
New9

Increased49

Unchanged45

Decreased107

Sold Out7

Top 10 Stock Holdingstotal 36.05%
IWF7.74

IWD4.87

CWI3.88

IJH3.88

GOVT3.33

 
SPY3.24

USMV2.61

EFA2.35

IEFA2.2

KO1.95

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWF
7.74%
RUS 1000 GRW ETF
IWD
4.87%
RUS 1000 VAL ETF
CWI
3.88%
MSCI ACWI EXUS
IJH
3.88%
CORE S&P MCP ETF
GOVT
3.33%
U.S. TRS BD ETF
SPY
3.24%
TR UNIT
USMV
2.61%
USA MIN VOL ETF
EFA
2.35%
MSCI EAFE ETF
IEFA
2.2%
CORE MSCI EAFE
KO
1.95%
COM
MSFT
1.8%
COM
IJR
1.58%
CORE S&P SCP ETF
CWB
1.56%
BRC CNV SECS ETF
IWM
1.43%
RUSSELL 2000 ETF
IWO
1.43%
RUS 2000 GRW ETF
IVV
1.34%
CORE S&P500 ETF
EMB
1.32%
JP MOR EM MK ETF
JNJ
1.14%
COM
DIS
1.05%
COM DISNEY
VZ
1.04%
COM
JPM
0.94%
COM
QUAL
0.93%
MSCI USA QLT FAC
QQQ
0.9%
UNIT SER 1
IWB
0.87%
RUS 1000 ETF
CSCO
0.85%
COM
CVX
0.83%
COM
ITOT
0.81%
CORE S&P TTL STK
VCSH
0.79%
SHRT TRM CORP BD
XOM
0.73%
COM
V
0.71%
COM CL A
PFE
0.71%
COM
GOOGL
0.69%
CAP STK CL A
COST
0.68%
COM
NEAR
0.67%
SHT MAT BD ETF
PG
0.66%
COM
IWR
0.64%
RUS MID-CAP ETF
EEM
0.63%
MSCI EMG MKT ETF
XLV
0.59%
SBI HEALTHCARE
AMLP
0.58%
ALERIAN MLP
IYW
0.57%
U.S. TECH ETF
DEM
0.57%
EMERG MKTS ETF
INTC
0.56%
COM
HCP
0.56%
COM
COP
0.56%
COM
LLY
0.55%
COM
PEP
0.54%
COM
FLOT
0.53%
FLTG RATE BD ETF
FRANKLIN...
0.51%
COM
IEMG
0.51%
CORE MSCI EMKT
WMT
0.5%
COM
UNP
0.49%
COM
TMO
0.48%
COM
VNQ
0.47%
REIT ETF
HON
0.47%
COM
ECL
0.46%
COM
NVDA
0.44%
COM
MCD
0.43%
COM
XLY
0.42%
SBI CONS DISCR
MDY
0.41%
UTSER1 S&PDCRP
DGRW
0.4%
US DIVD GRT FD
ABBV
0.4%
COM
VFC
0.39%
COM
XLU
0.39%
SBI INT-UTILS
XLK
0.39%
TECHNOLOGY
FISV
0.38%
COM
DVY
0.37%
SELECT DIVID ETF
IBM
0.37%
COM
MMM
0.37%
COM
PXMG
0.33%
RUSEL MDCP GWT
WFC
0.33%
COM
PSCH
0.32%
S&P SMLCP HELT
IGV
0.31%
NA TEC-SFTWR ETF
HACK
0.31%
PUREFUNDS ISE CY
VIG
0.31%
DIV APP ETF
MSI
0.3%
COM NEW
GLD
0.3%
GOLD SHS
PYPL
0.3%
COM
VEU
0.3%
ALLWRLD EX US
GIS
0.3%
COM
IR
0.29%
SHS
D
0.29%
COM
BMY
0.28%
COM
IJK
0.28%
S&P MC 400GR ETF
EMR
0.27%
COM
SCZ
0.27%
EAFE SML CP ETF
IAU
0.27%
ISHARES
MRK
0.26%
COM
IHI
0.26%
U.S. MED DVC ETF
DHR
0.26%
COM
PFF
0.26%
U.S. PFD STK ETF
GOOG
0.25%
CAP STK CL C
HD
0.25%
COM
FDX
0.24%
COM
VNQI
0.24%
GLB EX US ETF
IVW
0.24%
S&P 500 GRWT ETF
EPD
0.23%
COM
IJT
0.23%
SP SMCP600GR ETF
SKYY
0.22%
ISE CLOUD COMP
WBA
0.22%
COM
VOO
0.22%
SHS
CLX
0.22%
COM
KMB
0.22%
COM
ACWI
0.21%
MSCI ACWI ETF
SWK
0.21%
COM
CVS
0.21%
COM
FB
0.21%
CL A
VYM
0.21%
HIGH DIV YLD
IJJ
0.2%
S&P MC 400VL ETF
MDLZ
0.2%
CL A
ITW
0.2%
COM
MA
0.19%
CL A
PM
0.19%
COM
DES
0.19%
SMALLCAP DIVID
VO
0.19%
MID CAP ETF
CB
0.18%
COM
HEFA
0.18%
HDG MSCI EAFE
GSLC
0.18%
EQUITY ETF
AMP
0.17%
COM
ACN
0.17%
SHS CLASS A
ROP
0.17%
COM
PEG
0.16%
COM
CMI
0.16%
COM
VLO
0.16%
COM
APTV
0.16%
SHS
AGN
0.16%
SHS
ADBE
0.16%
COM
ORCL
0.15%
COM
MO
0.15%
COM
MCK
0.15%
COM
HPQ
0.15%
COM
UTX
0.15%
COM
IVE
0.15%
S&P 500 VAL ETF
CF
0.15%
COM
T
0.14%
COM
LOW
0.14%
COM
CAT
0.14%
COM
TSN
0.14%
CL A
COF
0.14%
COM
GWW
0.14%
COM
GILD
0.14%
COM
DTE
0.14%
COM
MDT
0.14%
SHS
GS
0.14%
COM
GD
0.14%
COM
XLF
0.14%
SBI INT-FINL
ALK
0.14%
COM
MTUM
0.14%
MSCI USAMOMFCT
RWR
0.14%
DJ REIT ETF
SIVB
0.14%
COM
CELG
0.13%
COM
HST
0.13%
COM
CNK
0.13%
COM
NVS
0.13%
SPONSORED ADR
IWS
0.13%
RUS MDCP VAL ETF
XLNX
0.13%
COM
IJS
0.13%
SP SMCP600VL ETF
UNM
0.13%
COM
KRE
0.13%
S&P REGL BKG
DHS
0.12%
EQTY INC ETF
ETN
0.12%
SHS
LKQ
0.12%
COM
SO
0.12%
COM
STZ
0.12%
CL A
INVESTME...
0.12%
COM
KBE
0.12%
S&P BK ETF
BLK
0.11%
COM
NOV
0.11%
COM
DRI
0.11%
COM
RWX
0.11%
DJ INTL RL ETF
XBI
0.1%
S&P BIOTECH
VPL
0.1%
MEGA CAP GRO ETF
NKE
0.1%
CL B
VWO
0.1%
FTSE EMR MKT ETF
VEA
0.1%
FTSE DEV MKT ETF
CTSH
0.1%
CL A
TM
0.1%
SP ADR REP2COM
XLP
0.09%
SBI CONS STPLS
ESGE
0.09%
MSCI EM ESG SE
NEE
0.09%
COM
VB
0.09%
SMALL CP ETF
ENB
0.09%
COM
UNH
0.09%
COM
INFINEON...
0.09%
PFD STK
SYY
0.09%
COM
SBUX
0.08%
COM
SLB
0.08%
COM
TJX
0.08%
COM
BIIB
0.08%
COM
QCOM
0.08%
COM
ROYCE PE...
0.08%
COM
VYMI
0.08%
INTL HIGH ETF
PSX
0.08%
COM
XYL
0.07%
COM
EPP
0.07%
MSCI PAC JP ETF
VTV
0.07%
VALUE ETF
SCHW
0.07%
COM
CATH
0.07%
S&P 500 CATHOLIC
USB
0.07%
COM NEW
PANW
0.07%
COM
UPS
0.07%
CL B
CMCSA
0.07%
CL A
DON
0.06%
MIDCAP DIVI FD
VTI
0.06%
TOTAL STK MKT
PNC
0.06%
COM
IWN
0.06%
RUS 2000 VAL ETF
DGS
0.06%
EMG MKTS SMCAP
AMJ
0.06%
ALERIAN ML ETN
GE
0.05%
COM
ALTA PRO...
0.03%
COM
ALTA PRO...
0.03%
COM
NFLX
0.29%
COM
FDN
0.22%
DJ INTERNT IDX
USMF
0.13%
US MULTIFACTOR
MCHI
0.13%
CHINA ETF
DWDP
0.11%
COM
TXN
0.06%
COM
MPW
0.06%
COM