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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
52
7
2
2
3
0
36
5
2
MONTECITO BANK TRUST

Time Period2019-03-31

Total Holdings208

Total Value ($x1000)327,255
Activities
New24

Increased66

Unchanged34

Decreased84

Sold Out7

Top 10 Stock Holdingstotal 35.23%
IWF7.43

IWD5.26

CWI3.92

IJH3.84

SPY3.47

 
GOVT3.12

EFA2.47

IEFA2.19

KO1.83

USMV1.7

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWF
7.43%
RUS 1000 GRW ETF
IWD
5.26%
RUS 1000 VAL ETF
CWI
3.92%
MSCI ACWI EXUS
IJH
3.84%
CORE S&P MCP ETF
SPY
3.47%
TR UNIT
GOVT
3.12%
U.S. TRS BD ETF
EFA
2.47%
MSCI EAFE ETF
IEFA
2.19%
CORE MSCI EAFE
KO
1.83%
COM
USMV
1.7%
USA MIN VOL ETF
MSFT
1.65%
COM
IJR
1.57%
CORE S&P SCP ETF
CWB
1.56%
BRC CNV SECS ETF
IWM
1.49%
RUSSELL 2000 ETF
EMB
1.43%
JP MOR EM MK ETF
IWO
1.43%
RUS 2000 GRW ETF
IVV
1.32%
CORE S&P500 ETF
JNJ
1.16%
COM
XLV
1.07%
SBI HEALTHCARE
VZ
1.04%
COM
GOOGL
0.94%
CAP STK CL A
JPM
0.87%
COM
QUAL
0.87%
MSCI USA QLT FAC
QQQ
0.86%
UNIT SER 1
CSCO
0.86%
COM
IWB
0.85%
RUS 1000 ETF
CVX
0.84%
COM
VCSH
0.83%
SHRT TRM CORP BD
AMLP
0.8%
ALERIAN MLP
XOM
0.78%
COM
NEAR
0.78%
SHT MAT BD ETF
ITOT
0.76%
CORE S&P TTL STK
PFE
0.73%
COM
EEM
0.67%
MSCI EMG MKT ETF
V
0.65%
COM CL A
DEM
0.64%
EMERG MKTS ETF
PG
0.63%
COM
COST
0.63%
COM
INTC
0.63%
COM
IWR
0.62%
RUS MID-CAP ETF
COP
0.61%
COM
LLY
0.6%
COM
UNP
0.59%
COM
HACK
0.59%
PUREFUNDS ISE CY
XLK
0.59%
TECHNOLOGY
IYW
0.58%
U.S. TECH ETF
DIS
0.57%
COM DISNEY
FLOT
0.53%
FLTG RATE BD ETF
PEP
0.52%
COM
FRANKLIN...
0.51%
COM
IEMG
0.48%
CORE MSCI EMKT
NVDA
0.47%
COM
TMO
0.46%
COM
WMT
0.46%
COM
VNQ
0.46%
REIT ETF
MMM
0.45%
COM
ABBV
0.45%
COM
DES
0.44%
SMALLCAP DIVID
ECL
0.44%
COM
XLY
0.43%
SBI CONS DISCR
HON
0.43%
COM
MDY
0.43%
UTSER1 S&PDCRP
FISV
0.42%
COM
DGRW
0.41%
US DIVD GRT FD
IHI
0.41%
U.S. MED DVC ETF
XLU
0.4%
SBI INT-UTILS
MCD
0.4%
COM
IBM
0.4%
COM
DVY
0.38%
SELECT DIVID ETF
WFC
0.37%
COM
VFC
0.36%
COM
VYM
0.33%
HIGH DIV YLD
IGV
0.33%
NA TEC-SFTWR ETF
PSCH
0.32%
S&P SMLCP HELT
IVW
0.31%
S&P 500 GRWT ETF
BMY
0.3%
COM
NFLX
0.29%
COM
VEU
0.29%
ALLWRLD EX US
PYPL
0.29%
COM
EMR
0.29%
COM
IJK
0.29%
S&P MC 400GR ETF
SCZ
0.28%
EAFE SML CP ETF
GLD
0.28%
GOLD SHS
GOOG
0.28%
CAP STK CL C
FDX
0.28%
COM
MRK
0.28%
COM
MSI
0.27%
COM NEW
PFF
0.26%
U.S. PFD STK ETF
CLX
0.26%
COM
DHR
0.25%
COM
WBA
0.24%
COM
EPD
0.23%
COM
IR
0.23%
SHS
SKYY
0.23%
ISE CLOUD COMP
HD
0.23%
COM
IJT
0.23%
SP SMCP600GR ETF
DON
0.22%
MIDCAP DIVI FD
PM
0.22%
COM
FDN
0.22%
DJ INTERNT IDX
CVS
0.22%
COM
IJJ
0.21%
S&P MC 400VL ETF
FB
0.21%
CL A
ACWI
0.21%
MSCI ACWI ETF
SWK
0.2%
COM
KMB
0.2%
COM
MO
0.19%
COM
MA
0.19%
CL A
MDLZ
0.19%
CL A
ITW
0.19%
COM
VO
0.18%
MID CAP ETF
ROP
0.18%
COM
CB
0.18%
COM
HEFA
0.17%
HDG MSCI EAFE
GSLC
0.17%
EQUITY ETF
PEG
0.17%
COM
APTV
0.17%
SHS
ACN
0.17%
SHS CLASS A
IAU
0.17%
ISHARES
GWW
0.17%
COM
VIG
0.16%
DIV APP ETF
LOW
0.16%
COM
MTUM
0.15%
MSCI USAMOMFCT
UTX
0.15%
COM
VLO
0.15%
COM
CELG
0.15%
COM
ORCL
0.15%
COM
TSN
0.15%
CL A
CNK
0.15%
COM
CAT
0.15%
COM
IVE
0.14%
S&P 500 VAL ETF
XLF
0.14%
SBI INT-FINL
DTE
0.14%
COM
NKE
0.14%
CL B
ADBE
0.14%
COM
HPQ
0.14%
COM
MCK
0.14%
COM
HST
0.14%
COM
GILD
0.14%
COM
COF
0.14%
COM
RWR
0.14%
DJ REIT ETF
SIVB
0.14%
COM
AMP
0.14%
COM
CF
0.13%
COM
USMF
0.13%
US MULTIFACTOR
CMI
0.13%
COM
LKQ
0.13%
COM
MDT
0.13%
SHS
AGN
0.13%
SHS
GS
0.13%
COM
ALK
0.13%
COM
GD
0.13%
COM
IJS
0.13%
SP SMCP600VL ETF
MCHI
0.13%
CHINA ETF
IWS
0.13%
RUS MDCP VAL ETF
GIS
0.13%
COM
T
0.13%
COM
VEA
0.12%
FTSE DEV MKT ETF
UNM
0.12%
COM
D
0.12%
COM
KRE
0.12%
S&P REGL BKG
DRI
0.12%
COM
VPL
0.12%
MEGA CAP GRO ETF
CTSH
0.12%
CL A
NVS
0.12%
SPONSORED ADR
STZ
0.12%
CL A
ETN
0.12%
SHS
NOV
0.12%
COM
KBE
0.11%
S&P BK ETF
SO
0.11%
COM
DHS
0.11%
EQTY INC ETF
DWDP
0.11%
COM
XYL
0.11%
COM
INVESTME...
0.11%
COM
XBI
0.11%
S&P BIOTECH
UNH
0.11%
COM
BLK
0.11%
COM
PANW
0.1%
COM
RWX
0.1%
DJ INTL RL ETF
EPP
0.1%
MSCI PAC JP ETF
VOO
0.09%
SHS
TM
0.09%
SP ADR REP2COM
SLB
0.09%
COM
XLP
0.09%
SBI CONS STPLS
VB
0.09%
SMALL CP ETF
NEE
0.09%
COM
INFINEON...
0.09%
PFD STK
ENB
0.09%
COM
XLNX
0.09%
COM
TJX
0.08%
COM
SYY
0.08%
COM
VWO
0.08%
FTSE EMR MKT ETF
SCHW
0.08%
COM
VYMI
0.08%
INTL HIGH ETF
ROYCE PE...
0.08%
COM
SBUX
0.08%
COM
PSX
0.07%
COM
IWN
0.07%
RUS 2000 VAL ETF
ESGE
0.07%
MSCI EM ESG SE
VTI
0.07%
TOTAL STK MKT
USB
0.07%
COM NEW
CMCSA
0.06%
CL A
TXN
0.06%
COM
DGS
0.06%
EMG MKTS SMCAP
MPW
0.06%
COM
VTV
0.06%
VALUE ETF
GE
0.05%
COM
ALTA PRO...
0.03%
COM
ALTA PRO...
0.03%
COM
XLI
0.29%
SBI INT-INDS
XLE
0.15%
SBI INT-ENERGY
IHF
0.11%
US HLTHCR PR ETF
XHS
0.11%
HLTH CARE SVCS
CHRW
0.11%
COM NEW
MBB
0.09%
MBS ETF
BIIB
0.09%
COM